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EA Series Trust’s UFP Industries UFPI Stock Holding History

EA Series 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
Q2 		$5.14M Buy
+52,917
New +$4.41M 0.18% 127

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EA Series Trust's UFPI Position: Q2 2023 in Review

EA Series Trust opened a new position in UFP Industries (UFPI) in Q2 2023: 52,917 shares worth $5.14M. The stake represents 0.18% of the portfolio and ranks #127 among its holdings.

359 funds tracked by Wall St. Rank hold UFPI as of Q2 2023.

  • EA Series Trust held 52,917 shares of UFP Industries worth $5.14M as of Q2 2023.
  • UFP Industries was a new EA Series Trust position in Q2 2023.
  • UFP Industries made up 0.18% of EA Series Trust's portfolio in Q2 2023, its #127 holding.
  • 359 funds tracked by Wall St. Rank held UFP Industries as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.