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Financial Gravity Asset Management’s UFP Technologies UFPT Stock Holding History

Financial Gravity Asset 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
2019
Q4 		$50K Hold
75
– – 0.03% 653
2019
Q3 		$3K Buy
75
+10
+15% +$411 ﹤0.01% 844
2019
Q2 		$3K Sell
65
-13
-17% -$492 ﹤0.01% 839
2019
Q1 		$3K Buy
+78
New +$2.56K ﹤0.01% 873
2018
Q3 		$3K Buy
93
+13
+16% +$450 ﹤0.01% 882
2018
Q2 		$3K Sell
80
-1
-1% -$32 ﹤0.01% 918
2018
Q1 		$3K Buy
+81
New +$2.34K ﹤0.01% 883

Other funds holding UFPT

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DI
DRH Investments Thousand Oaks, California $126M AUM 46.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Financial Gravity Asset Management's UFPT Position: Q4 2019 in Review

Financial Gravity Asset Management held its UFP Technologies (UFPT) position steady in Q4 2019 at 75 shares worth $50K. The position accounts for 0.03% of the portfolio, ranked #653.

Financial Gravity Asset Management first reported a position in UFPT in Q1 2018 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold UFPT as of Q4 2019.

  • Financial Gravity Asset Management held 75 shares of UFP Technologies worth $50K as of Q4 2019.
  • Financial Gravity Asset Management left its UFP Technologies share count unchanged in Q4 2019.
  • UFP Technologies made up 0.03% of Financial Gravity Asset Management's portfolio in Q4 2019, its #653 holding.
  • Financial Gravity Asset Management first reported a position in UFP Technologies in Q1 2018 and has held it in 7 quarters since.
  • 105 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.