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
2020 Q4	$0	Buy	+1	New	+$55	﹤0.01%	662
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Financial Gravity Asset Management's UFPI Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in UFP Industries (UFPI) in Q4 2020: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #662 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in UFPI as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in UFPI in Q1 2018 and has held it in 8 quarters since. The position peaked at $48K in Q4 2019. 269 funds tracked by Wall St. Rank hold UFPI as of Q4 2020.

Financial Gravity Asset Management held 1 share of UFP Industries worth $0 as of Q4 2020.
UFP Industries was a new Financial Gravity Asset Management position in Q4 2020.
UFP Industries made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #662 holding.
Financial Gravity Asset Management first reported a position in UFP Industries in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's UFP Industries position peaked at $48K in Q4 2019.
269 funds tracked by Wall St. Rank held UFP Industries as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.