Exchange Traded Concepts’s UFP Industries UFPI Stock Holding History

Exchange Traded Concepts’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
2026 Q1	$113K	Buy	1,232 +202	+20%	+$20.4K	﹤0.01%	1344
2025 Q4	$93.8K	Buy	+1,030	New	+$94.3K	﹤0.01%	1388
2024 Q1	–	Sell	-820	Closed	-$103K	–	1430
2023 Q4	$103K	Buy	820 +54	+7%	+$5.83K	﹤0.01%	881
2023 Q3	$78.4K	Buy	766 +32	+4%	+$3.23K	﹤0.01%	963
2023 Q2	$71.2K	Sell	734 -14	-2%	-$1.17K	﹤0.01%	996
2023 Q1	$59.4K	Sell	748 -102	-12%	-$8.73K	﹤0.01%	864
2022 Q4	$67.4K	Sell	850 -2,496	-75%	-$191K	﹤0.01%	810
2022 Q3	$241K	Buy	+3,346	New	+$266K	0.01%	663
2022 Q2	–	Sell	-3,225	Closed	-$249K	–	1297
2022 Q1	$249K	Buy	+3,225	New	+$269K	0.01%	753
2021 Q1	–	Sell	-175	Closed	-$10K	–	1166
2020 Q4	$10K	Buy	+175	New	+$9.6K	﹤0.01%	940

Other funds holding UFPI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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