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Financial Gravity Companies’s UFP Industries UFPI Stock Holding History

Financial Gravity Companies’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
Q4 		– Sell
-18
Closed -$2.36K – 1016
2024
Q3 		$2.36K Buy
+18
New +$2.17K ﹤0.01% 486
2018
Q4 		$2K Buy
+72
New +$2.07K ﹤0.01% 957
2018
Q1 		$3K Buy
80
+26
+48% +$922 ﹤0.01% 882
2017
Q4 		$2K Buy
+54
New +$1.99K ﹤0.01% 984

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 Companies's UFPI Position: Q4 2024 in Review

Financial Gravity Companies sold out of UFP Industries (UFPI) in Q4 2024, closing a stake of 18 shares — an estimated $2.36K sold.

Financial Gravity Companies first reported a position in UFPI in Q4 2017 and held it in 4 quarters. The position peaked at $3K in Q1 2018. 439 funds tracked by Wall St. Rank hold UFPI as of Q4 2024.

  • Financial Gravity Companies reported no remaining UFP Industries position as of Q4 2024 after selling out during the quarter.
  • Financial Gravity Companies sold 18 UFP Industries shares in Q4 2024, an estimated $2.36K.
  • Financial Gravity Companies first reported a position in UFP Industries in Q4 2017 and held it in 4 quarters.
  • Financial Gravity Companies's UFP Industries position peaked at $3K in Q1 2018.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.