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Financial Management Professionals’s UFP Industries UFPI Stock Holding History

Financial Management Professionals’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
2023
Q4 		– Sell
-332
Closed -$34K – 1056
2023
Q3 		$34K Hold
332
– – 0.01% 294
2023
Q2 		$32K Buy
332
+329
+10,967% +$27.4K 0.01% 318
2023
Q1 		$0 Buy
+3
New +$257 ﹤0.01% 1146
2021
Q3 		– Sell
-111
Closed -$8K – 1056
2021
Q2 		$8K Hold
111
– – ﹤0.01% 445
2021
Q1 		$8K Buy
+111
New +$6.95K ﹤0.01% 414

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Management Professionals's UFPI Position: Q4 2023 in Review

Financial Management Professionals sold out of UFP Industries (UFPI) in Q4 2023, closing a stake of 332 shares — an estimated $34K sold.

Financial Management Professionals first reported a position in UFPI in Q1 2021 and held it in 5 quarters. The position peaked at $34K in Q3 2023. 387 funds tracked by Wall St. Rank hold UFPI as of Q4 2023.

  • Financial Management Professionals reported no remaining UFP Industries position as of Q4 2023 after selling out during the quarter.
  • Financial Management Professionals sold 332 UFP Industries shares in Q4 2023, an estimated $34K.
  • Financial Management Professionals first reported a position in UFP Industries in Q1 2021 and held it in 5 quarters.
  • Financial Management Professionals's UFP Industries position peaked at $34K in Q3 2023.
  • 387 funds tracked by Wall St. Rank held UFP Industries as of Q4 2023.

Based on Financial Management Professionals's 13F filing for Q4 2023, filed 12 Jan 2024.