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Dorsey Wright & Associates’s UFP Technologies UFPT Stock Holding History

Dorsey Wright & Associates’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-327
Closed -$52.8K – 279
2023
Q3 		$52.8K Sell
327
-11
-3% -$1.93K 0.02% 141
2023
Q2 		$65.5K Buy
338
+33
+11% +$5.11K 0.02% 131
2023
Q1 		$39.6K Sell
305
-33
-10% -$3.83K 0.01% 140
2022
Q4 		$39.8K Buy
+338
New +$36K 0.01% 141
2022
Q2 		$44K Buy
+547
New +$40.2K 0.01% 167
2020
Q4 		– Sell
-191
Closed -$8K – 389
2020
Q3 		$8K Sell
191
-64
-25% -$2.77K ﹤0.01% 249
2020
Q2 		$11K Hold
255
– – ﹤0.01% 230
2020
Q1 		$10K Sell
255
-17
-6% -$781 ﹤0.01% 146
2019
Q4 		$13K Hold
272
– – ﹤0.01% 180
2019
Q3 		$10K Buy
+272
New +$11.2K ﹤0.01% 262

Other funds holding UFPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dorsey Wright & Associates's UFPT Position: Q4 2023 in Review

Dorsey Wright & Associates sold out of UFP Technologies (UFPT) in Q4 2023, closing a stake of 327 shares — an estimated $52.8K sold.

Dorsey Wright & Associates first reported a position in UFPT in Q3 2019 and held it in 10 quarters. The position peaked at $65.5K in Q2 2023. 209 funds tracked by Wall St. Rank hold UFPT as of Q4 2023.

  • Dorsey Wright & Associates reported no remaining UFP Technologies position as of Q4 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 327 UFP Technologies shares in Q4 2023, an estimated $52.8K.
  • Dorsey Wright & Associates first reported a position in UFP Technologies in Q3 2019 and held it in 10 quarters.
  • Dorsey Wright & Associates's UFP Technologies position peaked at $65.5K in Q2 2023.
  • 209 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2023.

Based on Dorsey Wright & Associates's 13F filing for Q4 2023, filed 13 Feb 2024.