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UFPI icon

Ergoteles’s UFP Industries UFPI Stock Holding History

Ergoteles’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
-144,522
Closed -$11.5M – 1539
2023
Q1 		$11.5M Buy
144,522
+134,371
+1,324% +$11.5M 0.45% 42
2022
Q4 		$804K Sell
10,151
-18,300
-64% -$1.4M 0.03% 538
2022
Q3 		$2.05M Buy
28,451
+23,173
+439% +$1.84M 0.07% 266
2022
Q2 		$360K Sell
5,278
-354
-6% -$26.7K 0.01% 1008
2022
Q1 		$435K Buy
+5,632
New +$470K 0.02% 713
2021
Q4 		– Sell
-9,907
Closed -$673K – 1609
2021
Q3 		$673K Buy
9,907
+107
+1% +$7.77K 0.02% 484
2021
Q2 		$729K Buy
+9,800
New +$774K 0.02% 626

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ergoteles's UFPI Position: Q2 2023 in Review

Ergoteles sold out of UFP Industries (UFPI) in Q2 2023, closing a stake of 144,522 shares — an estimated $11.5M sold.

Ergoteles first reported a position in UFPI in Q2 2021 and held it in 7 quarters. The position peaked at $11.5M in Q1 2023. 359 funds tracked by Wall St. Rank hold UFPI as of Q2 2023.

  • Ergoteles reported no remaining UFP Industries position as of Q2 2023 after selling out during the quarter.
  • Ergoteles sold 144,522 UFP Industries shares in Q2 2023, an estimated $11.5M.
  • Ergoteles first reported a position in UFP Industries in Q2 2021 and held it in 7 quarters.
  • Ergoteles's UFP Industries position peaked at $11.5M in Q1 2023.
  • 359 funds tracked by Wall St. Rank held UFP Industries as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.