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Emerald Advisers’s UFP Industries UFPI Stock Holding History

Emerald 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
2020
Q4 		– Sell
-294
Closed -$17K – 349
2020
Q3 		$17K Hold
294
– – ﹤0.01% 285
2020
Q2 		$15K Buy
+294
New +$12.5K ﹤0.01% 277
2020
Q1 		– Sell
-1,154
Closed -$55K – 312
2019
Q4 		$55K Buy
+1,154
New +$54.4K ﹤0.01% 269

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Emerald Advisers's UFPI Position: Q4 2020 in Review

Emerald Advisers sold out of UFP Industries (UFPI) in Q4 2020, closing a stake of 294 shares — an estimated $17K sold.

Emerald Advisers first reported a position in UFPI in Q4 2019 and held it in 3 quarters. The position peaked at $55K in Q4 2019. 269 funds tracked by Wall St. Rank hold UFPI as of Q4 2020.

  • Emerald Advisers reported no remaining UFP Industries position as of Q4 2020 after selling out during the quarter.
  • Emerald Advisers sold 294 UFP Industries shares in Q4 2020, an estimated $17K.
  • Emerald Advisers first reported a position in UFP Industries in Q4 2019 and held it in 3 quarters.
  • Emerald Advisers's UFP Industries position peaked at $55K in Q4 2019.
  • 269 funds tracked by Wall St. Rank held UFP Industries as of Q4 2020.

Based on Emerald Advisers's 13F filing for Q4 2020, filed 29 Jan 2021.