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Duality Advisers’s UFP Industries UFPI Stock Holding History

Duality Advisers’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
2024
Q2 		– Sell
-21,960
Closed -$2.7M – 503
2024
Q1 		$2.7M Buy
21,960
+19,417
+764% +$2.26M 0.27% 122
2023
Q4 		$319K Buy
+2,543
New +$275K 0.03% 491
2021
Q4 		– Sell
-27,283
Closed -$1.85M – 689
2021
Q3 		$1.85M Sell
27,283
-9,140
-25% -$664K 0.14% 255
2021
Q2 		$2.71M Buy
+36,423
New +$2.88M 0.24% 141
2021
Q1 		– Sell
-30,259
Closed -$1.68M – 701
2020
Q4 		$1.68M Buy
30,259
+15,939
+111% +$875K 0.13% 252
2020
Q3 		$809K Buy
+14,320
New +$808K 0.05% 409
2019
Q4 		– Sell
-6,620
Closed -$264K – 441
2019
Q3 		$264K Buy
+6,620
New +$257K 0.01% 319

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Duality Advisers's UFPI Position: Q2 2024 in Review

Duality Advisers sold out of UFP Industries (UFPI) in Q2 2024, closing a stake of 21,960 shares — an estimated $2.7M sold.

Duality Advisers first reported a position in UFPI in Q3 2019 and held it in 7 quarters. The position peaked at $2.71M in Q2 2021. 426 funds tracked by Wall St. Rank hold UFPI as of Q2 2024.

  • Duality Advisers reported no remaining UFP Industries position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 21,960 UFP Industries shares in Q2 2024, an estimated $2.7M.
  • Duality Advisers first reported a position in UFP Industries in Q3 2019 and held it in 7 quarters.
  • Duality Advisers's UFP Industries position peaked at $2.71M in Q2 2021.
  • 426 funds tracked by Wall St. Rank held UFP Industries as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.