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Evergreen Capital Management’s UFP Technologies UFPT Stock Holding History

Evergreen 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
-665
Closed -$211K – 1119
2024
Q3 		$211K Buy
+665
New +$212K 0.01% 915

Other funds holding UFPT

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WA
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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

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

Evergreen Capital Management sold out of UFP Technologies (UFPT) in Q4 2024, closing a stake of 665 shares — an estimated $211K sold.

Evergreen Capital Management first reported a position in UFPT in Q3 2024 and held it in 1 quarter. The position peaked at $211K in Q3 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q4 2024.

  • Evergreen Capital Management reported no remaining UFP Technologies position as of Q4 2024 after selling out during the quarter.
  • Evergreen Capital Management sold 665 UFP Technologies shares in Q4 2024, an estimated $211K.
  • Evergreen Capital Management first reported a position in UFP Technologies in Q3 2024 and held it in 1 quarter.
  • Evergreen Capital Management's UFP Technologies position peaked at $211K in Q3 2024.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2024.

Based on Evergreen Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.