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Edgestream Partners’s UFP Industries UFPI Stock Holding History

Edgestream Partners’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
2026
Q1 		$713K Buy
+7,736
New +$782K 0.02% 686
2025
Q3 		– Sell
-39,321
Closed -$3.91M – 1066
2025
Q2 		$3.91M Buy
+39,321
New +$3.97M 0.11% 357
2025
Q1 		– Sell
-19,492
Closed -$2.2M – 1084
2024
Q4 		$2.2M Buy
19,492
+12,044
+162% +$1.55M 0.09% 383
2024
Q3 		$977K Sell
7,448
-9,848
-57% -$1.19M 0.04% 571
2024
Q2 		$1.94M Sell
17,296
-19,312
-53% -$2.24M 0.09% 347
2024
Q1 		$4.5M Buy
36,608
+28,870
+373% +$3.35M 0.22% 139
2023
Q4 		$972K Sell
7,738
-3,381
-30% -$365K 0.07% 449
2023
Q3 		$1.14M Sell
11,119
-6,826
-38% -$690K 0.09% 358
2023
Q2 		$1.74M Buy
+17,945
New +$1.5M 0.16% 220

Other funds holding UFPI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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