FGAM
UFPI icon

Financial Gravity Asset Management’s UFP Industries UFPI Stock Holding History

Financial Gravity Asset 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
-3
Closed -$318 – 2381
2024
Q1 		$318 Buy
+3
New +$349 ﹤0.01% 1514
2023
Q3 		– Sell
-97
Closed -$266 – 1759
2023
Q2 		$266 Buy
97
+18
+23% +$1.5K ﹤0.01% 1090
2023
Q1 		$1 Hold
79
– – ﹤0.01% 1088
2022
Q4 		$1.02K Buy
+79
New +$6.04K 0.01% 662
2021
Q1 		– Sell
-1
Closed – – 893
2020
Q4 		$0 Buy
+1
New +$55 ﹤0.01% 662
2020
Q2 		– Sell
-25
Closed -$916 – 848
2020
Q1 		$916 Sell
25
-54
-68% -$2.48K ﹤0.01% 485
2019
Q4 		$48K Sell
79
-19
-19% -$895 0.03% 671
2019
Q3 		$4K Buy
98
+36
+58% +$1.4K ﹤0.01% 763
2019
Q2 		$2K Buy
62
+16
+35% +$555 ﹤0.01% 953
2019
Q1 		$1K Buy
+46
New +$1.38K ﹤0.01% 1206
2018
Q3 		$3K Buy
104
+29
+39% +$1.07K ﹤0.01% 881
2018
Q2 		$3K Sell
75
-5
-6% -$175 ﹤0.01% 917
2018
Q1 		$3K Buy
+80
New +$2.84K ﹤0.01% 882

Other funds holding UFPI

BlackRock
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

Financial Gravity Asset Management's UFPI Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of UFP Industries (UFPI) in Q2 2024, closing a stake of 3 shares — an estimated $318 sold.

Financial Gravity Asset Management first reported a position in UFPI in Q1 2018 and held it in 13 quarters. The position peaked at $48K in Q4 2019. 426 funds tracked by Wall St. Rank hold UFPI as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining UFP Industries position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 3 UFP Industries shares in Q2 2024, an estimated $318.
  • Financial Gravity Asset Management first reported a position in UFP Industries in Q1 2018 and held it in 13 quarters.
  • Financial Gravity Asset Management's UFP Industries position peaked at $48K in Q4 2019.
  • 426 funds tracked by Wall St. Rank held UFP Industries as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.