Fuller & Thaler Asset Management
UFPI icon

Fuller & Thaler Asset Management’s UFP Industries UFPI Stock Holding History

Fuller & Thaler Asset 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
2017
Q3 		– Sell
-1,200
Closed -$35K – 764
2017
Q2 		$35K Hold
1,200
– – ﹤0.01% 637
2017
Q1 		$39K Hold
1,200
– – ﹤0.01% 640
2016
Q4 		$41K Hold
1,200
– – ﹤0.01% 645
2016
Q3 		$39K Sell
1,200
-3,000
-71% -$104K ﹤0.01% 650
2016
Q2 		$130K Buy
+4,200
New +$118K ﹤0.01% 385

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Fuller & Thaler Asset Management's UFPI Position: Q3 2017 in Review

Fuller & Thaler Asset Management sold out of UFP Industries (UFPI) in Q3 2017, closing a stake of 1,200 shares — an estimated $35K sold.

Fuller & Thaler Asset Management first reported a position in UFPI in Q2 2016 and held it in 5 quarters. The position peaked at $130K in Q2 2016. 194 funds tracked by Wall St. Rank hold UFPI as of Q3 2017.

  • Fuller & Thaler Asset Management reported no remaining UFP Industries position as of Q3 2017 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 1,200 UFP Industries shares in Q3 2017, an estimated $35K.
  • Fuller & Thaler Asset Management first reported a position in UFP Industries in Q2 2016 and held it in 5 quarters.
  • Fuller & Thaler Asset Management's UFP Industries position peaked at $130K in Q2 2016.
  • 194 funds tracked by Wall St. Rank held UFP Industries as of Q3 2017.

Based on Fuller & Thaler Asset Management's 13F filing for Q3 2017, filed 8 Nov 2017.