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Emerald Mutual Fund Advisers Trust’s UFP Industries UFPI Stock Holding History

Emerald Mutual Fund Advisers 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
2020
Q4 		– Sell
-569
Closed -$32K – 334
2020
Q3 		$32K Sell
569
-136
-19% -$7.67K ﹤0.01% 271
2020
Q2 		$35K Buy
+705
New +$30K ﹤0.01% 275
2020
Q1 		– Sell
-1,551
Closed -$74K – 305
2019
Q4 		$74K Buy
+1,551
New +$73.1K ﹤0.01% 239

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 Mutual Fund Advisers Trust's UFPI Position: Q4 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of UFP Industries (UFPI) in Q4 2020, closing a stake of 569 shares — an estimated $32K sold.

Emerald Mutual Fund Advisers Trust first reported a position in UFPI in Q4 2019 and held it in 3 quarters. The position peaked at $74K in Q4 2019. 269 funds tracked by Wall St. Rank hold UFPI as of Q4 2020.

  • Emerald Mutual Fund Advisers Trust reported no remaining UFP Industries position as of Q4 2020 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 569 UFP Industries shares in Q4 2020, an estimated $32K.
  • Emerald Mutual Fund Advisers Trust first reported a position in UFP Industries in Q4 2019 and held it in 3 quarters.
  • Emerald Mutual Fund Advisers Trust's UFP Industries position peaked at $74K in Q4 2019.
  • 269 funds tracked by Wall St. Rank held UFP Industries as of Q4 2020.

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