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Fox Run Management’s UFP Industries UFPI Stock Holding History

Fox Run Management’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
-2,030
Closed -$227K – 1113
2024
Q2 		$227K Buy
+2,030
New +$236K 0.04% 629
2020
Q1 		– Sell
-4,221
Closed -$201K – 368
2019
Q4 		$201K Buy
+4,221
New +$199K 0.16% 330
2018
Q4 		– Sell
-11,295
Closed -$399K – 741
2018
Q3 		$399K Buy
11,295
+1,833
+19% +$67.6K 0.17% 258
2018
Q2 		$346K Buy
9,462
+2,170
+30% +$76K 0.11% 380
2018
Q1 		$237K Buy
+7,292
New +$259K 0.06% 577

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

Fox Run Management's UFPI Position: Q3 2024 in Review

Fox Run Management sold out of UFP Industries (UFPI) in Q3 2024, closing a stake of 2,030 shares — an estimated $227K sold.

Fox Run Management first reported a position in UFPI in Q1 2018 and held it in 5 quarters. The position peaked at $399K in Q3 2018. 439 funds tracked by Wall St. Rank hold UFPI as of Q3 2024.

  • Fox Run Management reported no remaining UFP Industries position as of Q3 2024 after selling out during the quarter.
  • Fox Run Management sold 2,030 UFP Industries shares in Q3 2024, an estimated $227K.
  • Fox Run Management first reported a position in UFP Industries in Q1 2018 and held it in 5 quarters.
  • Fox Run Management's UFP Industries position peaked at $399K in Q3 2018.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q3 2024.

Based on Fox Run Management's 13F filing for Q3 2024, filed 12 Nov 2024.