Flagship Harbor Advisors’s UFP Industries UFPI Stock Holding History

Flagship Harbor Advisors’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	–	Sell	-124	Closed	-$7K	–	1688
2020 Q3	$7K	Buy	124 +1	+0.8%	+$56	﹤0.01%	1449
2020 Q2	$6K	Hold	123	–	–	﹤0.01%	1537
2020 Q1	$5K	Hold	123	–	–	﹤0.01%	1431
2019 Q4	$6K	Buy	123 +1	+0.8%	+$47	﹤0.01%	1500
2019 Q3	$4K	Hold	122	–	–	﹤0.01%	1568
2019 Q2	$4K	Buy	122 +1	+0.8%	+$35	﹤0.01%	1570
2019 Q1	$3K	Hold	121	–	–	﹤0.01%	1625
2018 Q4	$3K	Sell	121 -270	-69%	-$7.76K	﹤0.01%	1588
2018 Q3	$13K	Buy	391 +121	+45%	+$4.46K	﹤0.01%	1306
2018 Q2	$9K	Buy	+270	New	+$9.46K	﹤0.01%	1437

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

Flagship Harbor Advisors's UFPI Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of UFP Industries (UFPI) in Q4 2020, closing a stake of 124 shares — an estimated $7K sold.

Flagship Harbor Advisors first reported a position in UFPI in Q2 2018 and held it in 10 quarters. The position peaked at $13K in Q3 2018. 269 funds tracked by Wall St. Rank hold UFPI as of Q4 2020.

Flagship Harbor Advisors reported no remaining UFP Industries position as of Q4 2020 after selling out during the quarter.
Flagship Harbor Advisors sold 124 UFP Industries shares in Q4 2020, an estimated $7K.
Flagship Harbor Advisors first reported a position in UFP Industries in Q2 2018 and held it in 10 quarters.
Flagship Harbor Advisors's UFP Industries position peaked at $13K in Q3 2018.
269 funds tracked by Wall St. Rank held UFP Industries as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.