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DRH Investments’s UFP Technologies UFPT Stock Holding History

DRH Investments’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
2021
Q2 		– Sell
-193,418
Closed -$9.64M – 14
2021
Q1 		$9.64M Sell
193,418
-151,588
-44% -$7.4M 7.31% 8
2020
Q4 		$16.1M Buy
345,006
+6,224
+2% +$271K 12.82% 4
2020
Q3 		$14M Buy
338,782
+25,287
+8% +$1.09M 12.96% 2
2020
Q2 		$13.8M Buy
313,495
+31,017
+11% +$1.33M 12.2% 4
2020
Q1 		$10.9M Sell
282,478
-7,537
-3% -$346K 10.28% 6
2019
Q4 		$14.4M Buy
+290,015
New +$12.7M 13.99% 3

Other funds holding UFPT

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

DRH Investments's UFPT Position: Q2 2021 in Review

DRH Investments sold out of UFP Technologies (UFPT) in Q2 2021, closing a stake of 193,418 shares — an estimated $9.64M sold.

DRH Investments first reported a position in UFPT in Q4 2019 and held it in 6 quarters. The position peaked at $16.1M in Q4 2020. 93 funds tracked by Wall St. Rank hold UFPT as of Q2 2021.

  • DRH Investments reported no remaining UFP Technologies position as of Q2 2021 after selling out during the quarter.
  • DRH Investments sold 193,418 UFP Technologies shares in Q2 2021, an estimated $9.64M.
  • DRH Investments first reported a position in UFP Technologies in Q4 2019 and held it in 6 quarters.
  • DRH Investments's UFP Technologies position peaked at $16.1M in Q4 2020.
  • 93 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2021.

Based on DRH Investments's 13F filing for Q2 2021, filed 13 Aug 2021.