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Everence Capital Management’s UFP Technologies UFPT Stock Holding History

Everence Capital Management’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,370
Closed -$434K – 1035
2024
Q3 		$434K Hold
1,370
– – 0.03% 465
2024
Q2 		$282 Hold
1,370
– – 0.02% 554
2024
Q1 		$346 Hold
1,370
– – 0.02% 527
2023
Q4 		$236K Buy
+1,370
New +$222K 0.02% 651

Other funds holding UFPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Everence Capital Management's UFPT Position: Q4 2024 in Review

Everence Capital Management sold out of UFP Technologies (UFPT) in Q4 2024, closing a stake of 1,370 shares — an estimated $434K sold.

Everence Capital Management first reported a position in UFPT in Q4 2023 and held it in 4 quarters. The position peaked at $434K in Q3 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q4 2024.

  • Everence Capital Management reported no remaining UFP Technologies position as of Q4 2024 after selling out during the quarter.
  • Everence Capital Management sold 1,370 UFP Technologies shares in Q4 2024, an estimated $434K.
  • Everence Capital Management first reported a position in UFP Technologies in Q4 2023 and held it in 4 quarters.
  • Everence Capital Management's UFP Technologies position peaked at $434K in Q3 2024.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.