Ellsworth Advisors’s UFP Industries UFPI Stock Holding History

Ellsworth Advisors’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	–	Sell	-48,548	Closed	-$3.86M	–	185
2023 Q1	$3.86M	Buy	+48,548	New	+$4.15M	1.36%	30

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ellsworth Advisors's UFPI Position: Q2 2023 in Review

Ellsworth Advisors sold out of UFP Industries (UFPI) in Q2 2023, closing a stake of 48,548 shares — an estimated $3.86M sold.

Ellsworth Advisors first reported a position in UFPI in Q1 2023 and held it in 1 quarter. The position peaked at $3.86M in Q1 2023. 359 funds tracked by Wall St. Rank hold UFPI as of Q2 2023.

Ellsworth Advisors reported no remaining UFP Industries position as of Q2 2023 after selling out during the quarter.
Ellsworth Advisors sold 48,548 UFP Industries shares in Q2 2023, an estimated $3.86M.
Ellsworth Advisors first reported a position in UFP Industries in Q1 2023 and held it in 1 quarter.
Ellsworth Advisors's UFP Industries position peaked at $3.86M in Q1 2023.
359 funds tracked by Wall St. Rank held UFP Industries as of Q2 2023.

Based on Ellsworth Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.