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Elefante Mark B’s UFP Industries UFPI Stock Holding History

Elefante Mark B’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
2018
Q4 		– Sell
-5,850
Closed -$207K – 44
2018
Q3 		$207K Sell
5,850
-750
-11% -$27.7K 0.83% 44
2018
Q2 		$242K Hold
6,600
– – 1.16% 34
2018
Q1 		$214K Sell
6,600
-450
-6% -$16K 1.07% 36
2017
Q4 		$265K Buy
+7,050
New +$259K 1.26% 34

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Elefante Mark B's UFPI Position: Q4 2018 in Review

Elefante Mark B sold out of UFP Industries (UFPI) in Q4 2018, closing a stake of 5,850 shares — an estimated $207K sold.

Elefante Mark B first reported a position in UFPI in Q4 2017 and held it in 4 quarters. The position peaked at $265K in Q4 2017. 206 funds tracked by Wall St. Rank hold UFPI as of Q4 2018.

  • Elefante Mark B reported no remaining UFP Industries position as of Q4 2018 after selling out during the quarter.
  • Elefante Mark B sold 5,850 UFP Industries shares in Q4 2018, an estimated $207K.
  • Elefante Mark B first reported a position in UFP Industries in Q4 2017 and held it in 4 quarters.
  • Elefante Mark B's UFP Industries position peaked at $265K in Q4 2017.
  • 206 funds tracked by Wall St. Rank held UFP Industries as of Q4 2018.

Based on Elefante Mark B's 13F filing for Q4 2018, filed 24 Jan 2019.