FORA Capital’s UFP Industries UFPI Stock Holding History

FORA Capital’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	-3,715	Closed	-$487K	–	597
2024 Q3	$487K	Buy	3,715 +1,131	+44%	+$137K	0.06%	284
2024 Q2	$289K	Sell	2,584 -2,223	-46%	-$258K	0.04%	328
2024 Q1	$591K	Buy	+4,807	New	+$558K	0.05%	301
2023 Q2	–	Sell	-9,397	Closed	-$747K	–	623
2023 Q1	$747K	Buy	+9,397	New	+$804K	0.07%	289
2022 Q4	–	Sell	-4,376	Closed	-$316K	–	649
2022 Q3	$316K	Buy	+4,376	New	+$348K	0.06%	324
2021 Q3	–	Sell	-380	Closed	-$28K	–	853
2021 Q2	$28K	Sell	380 -2,159	-85%	-$170K	0.01%	794
2021 Q1	$193K	Buy	+2,539	New	+$159K	0.06%	296
2020 Q4	–	Sell	-1,092	Closed	-$62K	–	1147
2020 Q3	$62K	Buy	1,092 +359	+49%	+$20.3K	0.04%	400
2020 Q2	$36K	Buy	+733	New	+$31.2K	0.01%	710
2020 Q1	–	Sell	-6,126	Closed	-$292K	–	1356
2019 Q4	$292K	Buy	+6,126	New	+$289K	0.03%	529

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FORA Capital's UFPI Position: Q4 2024 in Review

FORA Capital sold out of UFP Industries (UFPI) in Q4 2024, closing a stake of 3,715 shares — an estimated $487K sold.

FORA Capital first reported a position in UFPI in Q4 2019 and held it in 10 quarters. The position peaked at $747K in Q1 2023. 439 funds tracked by Wall St. Rank hold UFPI as of Q4 2024.

FORA Capital reported no remaining UFP Industries position as of Q4 2024 after selling out during the quarter.
FORA Capital sold 3,715 UFP Industries shares in Q4 2024, an estimated $487K.
FORA Capital first reported a position in UFP Industries in Q4 2019 and held it in 10 quarters.
FORA Capital's UFP Industries position peaked at $747K in Q1 2023.
439 funds tracked by Wall St. Rank held UFP Industries as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.