EWM
UFPI icon

EPG Wealth Management’s UFP Industries UFPI Stock Holding History

EPG Wealth Management’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
Q2 		– Sell
-165
Closed -$6K – 720
2020
Q1 		$6K Hold
165
– – ﹤0.01% 571
2019
Q4 		$8K Buy
+165
New +$7.78K 0.01% 455

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EPG Wealth Management's UFPI Position: Q2 2020 in Review

EPG Wealth Management sold out of UFP Industries (UFPI) in Q2 2020, closing a stake of 165 shares — an estimated $6K sold.

EPG Wealth Management first reported a position in UFPI in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q4 2019. 241 funds tracked by Wall St. Rank hold UFPI as of Q2 2020.

  • EPG Wealth Management reported no remaining UFP Industries position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 165 UFP Industries shares in Q2 2020, an estimated $6K.
  • EPG Wealth Management first reported a position in UFP Industries in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's UFP Industries position peaked at $8K in Q4 2019.
  • 241 funds tracked by Wall St. Rank held UFP Industries as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.