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FourThought Financial’s UFP Industries UFPI Stock Holding History

FourThought Financial’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
2022
Q3 		$167K Buy
2,319
+549
+31% +$43.7K 0.02% 326
2022
Q2 		$121K Hold
1,770
– – 0.02% 393
2022
Q1 		$137K Sell
1,770
-380
-18% -$31.7K 0.02% 402
2021
Q4 		$198K Sell
2,150
-18
-0.8% -$1.51K 0.02% 343
2021
Q3 		$147K Buy
2,168
+25
+1% +$1.82K 0.02% 397
2021
Q2 		$159K Buy
+2,143
New +$169K 0.02% 387

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FourThought Financial's UFPI Position: Q3 2022 in Review

FourThought Financial increased its UFP Industries (UFPI) stake by 31% in Q3 2022, buying an estimated $43.7K and bringing the position to 2,319 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #326.

FourThought Financial first reported a position in UFPI in Q2 2021 and has held it in 6 quarters since. The position peaked at $198K in Q4 2021. 338 funds tracked by Wall St. Rank hold UFPI as of Q3 2022.

  • FourThought Financial held 2,319 shares of UFP Industries worth $167K as of Q3 2022.
  • FourThought Financial bought 549 UFP Industries shares in Q3 2022, an estimated $43.7K.
  • UFP Industries made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #326 holding.
  • FourThought Financial first reported a position in UFP Industries in Q2 2021 and has held it in 6 quarters since.
  • FourThought Financial's UFP Industries position peaked at $198K in Q4 2021.
  • 338 funds tracked by Wall St. Rank held UFP Industries as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.