Envestnet Asset Management’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.76M | Buy |
105,977
+8,714
| +9% | +$881K | ﹤0.01% | 1840 |
|
|
2025
Q4 | $8.86M | Sell |
97,263
-23,782
| -20% | -$2.18M | ﹤0.01% | 1782 |
|
|
2025
Q3 | $11.3M | Sell |
121,045
-9,450
| -7% | -$954K | ﹤0.01% | 1679 |
|
|
2025
Q2 | $13M | Sell |
130,495
-8,420
| -6% | -$850K | ﹤0.01% | 1561 |
|
|
2025
Q1 | $14.9M | Buy |
138,915
+8,738
| +7% | +$975K | ﹤0.01% | 1396 |
|
|
2024
Q4 | $14.7M | Buy |
130,177
+15,340
| +13% | +$1.98M | ﹤0.01% | 1384 |
|
|
2024
Q3 | $15.1M | Buy |
114,837
+27,092
| +31% | +$3.27M | ﹤0.01% | 1371 |
|
|
2024
Q2 | $9.83M | Sell |
87,745
-10,002
| -10% | -$1.16M | ﹤0.01% | 1574 |
|
|
2024
Q1 | $12M | Sell |
97,747
-25,482
| -21% | -$2.96M | ﹤0.01% | 1412 |
|
|
2023
Q4 | $15.5M | Sell |
123,229
-32
| -0% | -$3.46K | 0.01% | 1178 |
|
|
2023
Q3 | $12.6M | Sell |
123,261
-8,964
| -7% | -$906K | 0.01% | 1234 |
|
|
2023
Q2 | $12.8M | Sell |
132,225
-641,313
| -83% | -$53.5M | 0.01% | 1150 |
|
|
2023
Q1 | $10M | Buy |
773,538
+651,131
| +532% | +$55.7M | ﹤0.01% | 1241 |
|
|
2022
Q4 | $9.7M | Buy |
122,407
+9,048
| +8% | +$691K | 0.01% | 1214 |
|
|
2022
Q3 | $8.18M | Sell |
113,359
-7,151
| -6% | -$569K | ﹤0.01% | 1229 |
|
|
2022
Q2 | $8.21M | Sell |
120,510
-4,773
| -4% | -$360K | ﹤0.01% | 1256 |
|
|
2022
Q1 | $9.67M | Buy |
125,283
+6,075
| +5% | +$507K | ﹤0.01% | 1219 |
|
|
2021
Q4 | $11M | Buy |
119,208
+14,244
| +14% | +$1.2M | 0.01% | 1137 |
|
|
2021
Q3 | $7.13M | Buy |
104,964
+19,169
| +22% | +$1.39M | ﹤0.01% | 1330 |
|
|
2021
Q2 | $6.38M | Buy |
85,795
+32,746
| +62% | +$2.59M | ﹤0.01% | 1373 |
|
|
2021
Q1 | $4.02M | Buy |
53,049
+14,113
| +36% | +$883K | ﹤0.01% | 1541 |
|
|
2020
Q4 | $2.16M | Buy |
38,936
+1,017
| +3% | +$55.8K | ﹤0.01% | 1714 |
|
|
2020
Q3 | $2.14M | Buy |
37,919
+4,616
| +14% | +$260K | ﹤0.01% | 1584 |
|
|
2020
Q2 | $1.65M | Buy |
33,303
+5,759
| +21% | +$245K | ﹤0.01% | 1685 |
|
|
2020
Q1 | $1.02M | Buy |
27,544
+4,383
| +19% | +$201K | ﹤0.01% | 1805 |
|
|
2019
Q4 | $1.1M | Sell |
23,161
-630
| -3% | -$29.7K | ﹤0.01% | 1965 |
|
|
2019
Q3 | $949K | Sell |
23,791
-212
| -0.9% | -$8.25K | ﹤0.01% | 1975 |
|
|
2019
Q2 | $914K | Buy |
24,003
+852
| +4% | +$29.5K | ﹤0.01% | 2005 |
|
|
2019
Q1 | $692K | Buy |
23,151
+3,181
| +16% | +$95.5K | ﹤0.01% | 2131 |
|
|
2018
Q4 | $518K | Buy |
+19,970
| New | +$574K | ﹤0.01% | 2135 |
|
|
2018
Q3 | – | Sell |
-14,935
| Closed | -$546K | – | 2541 |
|
|
2018
Q2 | $546K | Buy |
14,935
+1,936
| +15% | +$67.8K | ﹤0.01% | 1279 |
|
|
2018
Q1 | $420K | Buy |
12,999
+4,009
| +45% | +$142K | ﹤0.01% | 1276 |
|
|
2017
Q4 | $339K | Sell |
8,990
-241
| -3% | -$8.86K | ﹤0.01% | 1648 |
|
|
2017
Q3 | $301K | Sell |
9,231
-5,970
| -39% | -$172K | ﹤0.01% | 1675 |
|
|
2017
Q2 | $442K | Buy |
15,201
+11,079
| +269% | +$337K | ﹤0.01% | 1548 |
|
|
2017
Q1 | $135K | Sell |
4,122
-132
| -3% | -$4.41K | ﹤0.01% | 2070 |
|
|
2016
Q4 | $146K | Sell |
4,254
-5,538
| -57% | -$180K | ﹤0.01% | 2028 |
|
|
2016
Q3 | $321K | Sell |
9,792
-1,074
| -10% | -$37.2K | ﹤0.01% | 1803 |
|
|
2016
Q2 | $336K | Sell |
10,866
-1,311
| -11% | -$36.9K | ﹤0.01% | 1839 |
|
|
2016
Q1 | $348K | Buy |
12,177
+5,628
| +86% | +$134K | ﹤0.01% | 1811 |
|
|
2015
Q4 | $149K | Buy |
6,549
+714
| +12% | +$17K | ﹤0.01% | 2188 |
|
|
2015
Q3 | $112K | Buy |
+5,835
| New | +$116K | ﹤0.01% | 2292 |
|
Other funds holding UFPI
VPM
VCM
WA
