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Fernwood Investment Management’s UFP Industries UFPI Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-101
Closed -$12.4K – 659
2024
Q1 		$12.4K Buy
+101
New +$11.7K ﹤0.01% 532

Other funds holding UFPI

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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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fernwood Investment Management's UFPI Position: Q2 2024 in Review

Fernwood Investment Management sold out of UFP Industries (UFPI) in Q2 2024, closing a stake of 101 shares — an estimated $12.4K sold.

Fernwood Investment Management first reported a position in UFPI in Q1 2024 and held it in 1 quarter. The position peaked at $12.4K in Q1 2024. 426 funds tracked by Wall St. Rank hold UFPI as of Q2 2024.

  • Fernwood Investment Management reported no remaining UFP Industries position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 101 UFP Industries shares in Q2 2024, an estimated $12.4K.
  • Fernwood Investment Management first reported a position in UFP Industries in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's UFP Industries position peaked at $12.4K in Q1 2024.
  • 426 funds tracked by Wall St. Rank held UFP Industries as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.