Everence Capital Management’s UFP Industries UFPI Stock Holding History

Everence Capital 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
2023 Q1	–	Sell	-9,070	Closed	-$719	–	790
2022 Q4	$719	Hold	9,070	–	–	0.06%	271
2022 Q3	$654K	Hold	9,070	–	–	0.06%	273
2022 Q2	$618K	Hold	9,070	–	–	0.06%	276
2022 Q1	$700K	Hold	9,070	–	–	0.05%	290
2021 Q4	$835K	Hold	9,070	–	–	0.06%	254
2021 Q3	$617K	Hold	9,070	–	–	0.05%	318
2021 Q2	$674K	Hold	9,070	–	–	0.06%	291
2021 Q1	$688K	Sell	9,070 -4,920	-35%	-$308K	0.06%	257
2020 Q4	$777K	Hold	13,990	–	–	0.08%	214
2020 Q3	$791K	Sell	13,990 -3,840	-22%	-$217K	0.09%	189
2020 Q2	$815K	Buy	17,830 +8,470	+90%	+$361K	0.1%	175
2020 Q1	$348K	Buy	9,360 +1,410	+18%	+$64.8K	0.05%	347
2019 Q4	$379K	Hold	7,950	–	–	0.06%	391
2019 Q3	$317K	Hold	7,950	–	–	0.05%	413
2019 Q2	$303K	Hold	7,950	–	–	0.05%	426
2019 Q1	$238K	Buy	+7,950	New	+$239K	0.04%	483

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Everence Capital Management's UFPI Position: Q1 2023 in Review

Everence Capital Management sold out of UFP Industries (UFPI) in Q1 2023, closing a stake of 9,070 shares — an estimated $719 sold.

Everence Capital Management first reported a position in UFPI in Q1 2019 and held it in 16 quarters. The position peaked at $835K in Q4 2021. 364 funds tracked by Wall St. Rank hold UFPI as of Q1 2023.

Everence Capital Management reported no remaining UFP Industries position as of Q1 2023 after selling out during the quarter.
Everence Capital Management sold 9,070 UFP Industries shares in Q1 2023, an estimated $719.
Everence Capital Management first reported a position in UFP Industries in Q1 2019 and held it in 16 quarters.
Everence Capital Management's UFP Industries position peaked at $835K in Q4 2021.
364 funds tracked by Wall St. Rank held UFP Industries as of Q1 2023.

Based on Everence Capital Management's 13F filing for Q1 2023, filed 4 Apr 2023.