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Freedom Investment Management’s UFP Industries UFPI Stock Holding History

Freedom Investment 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
Q4 		– Sell
-2,145
Closed -$281K – 825
2024
Q3 		$281K Buy
2,145
+24
+1% +$2.9K 0.02% 620
2024
Q2 		$238K Sell
2,121
-287
-12% -$33.4K 0.02% 675
2024
Q1 		$296K Buy
+2,408
New +$280K 0.02% 610
2023
Q1 		– Sell
-2,747
Closed -$218K – 797
2022
Q4 		$218K Sell
2,747
-261
-9% -$19.9K 0.02% 641
2022
Q3 		$217K Sell
3,008
-85
-3% -$6.76K 0.03% 652
2022
Q2 		$211K Buy
+3,093
New +$233K 0.02% 670
2020
Q2 		– Sell
-6,022
Closed -$296K – 687
2020
Q1 		$296K Buy
6,022
+745
+14% +$34.2K 0.03% 504
2019
Q4 		$252K Sell
5,277
-1,550
-23% -$73K 0.02% 553
2019
Q3 		$272K Buy
+6,827
New +$266K 0.02% 547
2019
Q1 		– Sell
-11,216
Closed -$291K – 785
2018
Q4 		$291K Sell
11,216
-452
-4% -$13K 0.02% 590
2018
Q3 		$435K Sell
11,668
-395
-3% -$14.6K 0.03% 583
2018
Q2 		$442K Sell
12,063
-563
-4% -$19.7K 0.03% 609
2018
Q1 		$410K Buy
12,626
+666
+6% +$23.6K 0.02% 727
2017
Q4 		$450K Buy
11,960
+1,265
+12% +$46.5K 0.02% 680
2017
Q3 		$350K Buy
+10,695
New +$309K 0.02% 765
2017
Q2 		– Sell
-7,059
Closed -$232K – 1127
2017
Q1 		$232K Sell
7,059
-21
-0.3% -$702 0.01% 898
2016
Q4 		$241K Sell
7,080
-249
-3% -$8.11K 0.02% 793
2016
Q3 		$241K Sell
7,329
-1,863
-20% -$64.6K 0.02% 734
2016
Q2 		$284K Buy
+9,192
New +$259K 0.02% 605

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

Freedom Investment Management's UFPI Position: Q4 2024 in Review

Freedom Investment Management sold out of UFP Industries (UFPI) in Q4 2024, closing a stake of 2,145 shares — an estimated $281K sold.

Freedom Investment Management first reported a position in UFPI in Q2 2016 and held it in 19 quarters. The position peaked at $450K in Q4 2017. 439 funds tracked by Wall St. Rank hold UFPI as of Q4 2024.

  • Freedom Investment Management reported no remaining UFP Industries position as of Q4 2024 after selling out during the quarter.
  • Freedom Investment Management sold 2,145 UFP Industries shares in Q4 2024, an estimated $281K.
  • Freedom Investment Management first reported a position in UFP Industries in Q2 2016 and held it in 19 quarters.
  • Freedom Investment Management's UFP Industries position peaked at $450K in Q4 2017.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.