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Fortem Financial Group’s UFP Industries UFPI Stock Holding History

Fortem Financial Group’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
Q3 		– Sell
-6,124
Closed -$686K – 191
2024
Q2 		$686K Buy
6,124
+166
+3% +$19.3K 0.29% 94
2024
Q1 		$733K Sell
5,958
-12
-0.2% -$1.39K 0.32% 91
2023
Q4 		$750K Sell
5,970
-92
-2% -$9.93K 0.37% 87
2023
Q3 		$621K Sell
6,062
-35
-0.6% -$3.54K 0.36% 88
2023
Q2 		$592K Buy
6,097
+656
+12% +$54.7K 0.35% 90
2023
Q1 		$432K Buy
5,441
+1,200
+28% +$103K 0.28% 103
2022
Q4 		$336K Sell
4,241
-1,360
-24% -$104K 0.2% 127
2022
Q3 		$404K Buy
+5,601
New +$445K 0.28% 105

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortem Financial Group's UFPI Position: Q3 2024 in Review

Fortem Financial Group sold out of UFP Industries (UFPI) in Q3 2024, closing a stake of 6,124 shares — an estimated $686K sold.

Fortem Financial Group first reported a position in UFPI in Q3 2022 and held it in 8 quarters. The position peaked at $750K in Q4 2023. 439 funds tracked by Wall St. Rank hold UFPI as of Q3 2024.

  • Fortem Financial Group reported no remaining UFP Industries position as of Q3 2024 after selling out during the quarter.
  • Fortem Financial Group sold 6,124 UFP Industries shares in Q3 2024, an estimated $686K.
  • Fortem Financial Group first reported a position in UFP Industries in Q3 2022 and held it in 8 quarters.
  • Fortem Financial Group's UFP Industries position peaked at $750K in Q4 2023.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q3 2024.

Based on Fortem Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.