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Diversified Trust’s UFP Industries UFPI Stock Holding History

Diversified Trust’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,336
Closed -$324K – 929
2023
Q2 		$324K Buy
+3,336
New +$278K 0.01% 596
2022
Q4 		– Sell
-9,440
Closed -$681K – 858
2022
Q3 		$681K Sell
9,440
-4,525
-32% -$360K 0.03% 296
2022
Q2 		$952K Buy
13,965
+1,557
+13% +$117K 0.04% 228
2022
Q1 		$957K Buy
+12,408
New +$1.04M 0.03% 269
2021
Q2 		– Sell
-5,085
Closed -$386K – 894
2021
Q1 		$386K Sell
5,085
-4,154
-45% -$260K 0.01% 462
2020
Q4 		$513K Sell
9,239
-148
-2% -$8.12K 0.02% 333
2020
Q3 		$530K Buy
9,387
+471
+5% +$26.6K 0.02% 299
2020
Q2 		$441K Buy
+8,916
New +$380K 0.02% 283

Other funds holding UFPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Diversified Trust's UFPI Position: Q3 2023 in Review

Diversified Trust sold out of UFP Industries (UFPI) in Q3 2023, closing a stake of 3,336 shares — an estimated $324K sold.

Diversified Trust first reported a position in UFPI in Q2 2020 and held it in 8 quarters. The position peaked at $957K in Q1 2022. 362 funds tracked by Wall St. Rank hold UFPI as of Q3 2023.

  • Diversified Trust reported no remaining UFP Industries position as of Q3 2023 after selling out during the quarter.
  • Diversified Trust sold 3,336 UFP Industries shares in Q3 2023, an estimated $324K.
  • Diversified Trust first reported a position in UFP Industries in Q2 2020 and held it in 8 quarters.
  • Diversified Trust's UFP Industries position peaked at $957K in Q1 2022.
  • 362 funds tracked by Wall St. Rank held UFP Industries as of Q3 2023.

Based on Diversified Trust's 13F filing for Q3 2023, filed 17 Nov 2023.