Gemmer Asset Management’s UFP Industries UFPI Stock Holding History

Gemmer 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
2021 Q3	–	Sell	-255	Closed	-$19K	–	1443
2021 Q2	$19K	Hold	255	–	–	﹤0.01%	558
2021 Q1	$19K	Hold	255	–	–	﹤0.01%	528
2020 Q4	$14K	Hold	255	–	–	﹤0.01%	570
2020 Q3	$14K	Hold	255	–	–	﹤0.01%	502
2020 Q2	$13K	Hold	255	–	–	﹤0.01%	514
2020 Q1	$9K	Hold	255	–	–	﹤0.01%	570
2019 Q4	$12K	Hold	255	–	–	﹤0.01%	599
2019 Q3	$10K	Hold	255	–	–	﹤0.01%	673
2019 Q2	$10K	Hold	255	–	–	﹤0.01%	666
2019 Q1	$8K	Hold	255	–	–	﹤0.01%	815
2018 Q4	$7K	Hold	255	–	–	﹤0.01%	794
2018 Q3	$9K	Hold	255	–	–	﹤0.01%	771
2018 Q2	$9K	Hold	255	–	–	﹤0.01%	763
2018 Q1	$8K	Hold	255	–	–	﹤0.01%	803
2017 Q4	$10K	Hold	255	–	–	﹤0.01%	711
2017 Q3	$8K	Hold	255	–	–	﹤0.01%	781
2017 Q2	$7K	Hold	255	–	–	﹤0.01%	805
2017 Q1	$8K	Hold	255	–	–	﹤0.01%	760
2016 Q4	$9K	Hold	255	–	–	﹤0.01%	670
2016 Q3	$8K	Hold	255	–	–	﹤0.01%	715
2016 Q2	$8K	Sell	255 -213	-46%	-$6K	﹤0.01%	673
2016 Q1	$13K	Hold	468	–	–	0.01%	456
2015 Q4	$11K	Hold	468	–	–	0.01%	519
2015 Q3	$9K	Hold	468	–	–	0.01%	592
2015 Q2	$8K	Hold	468	–	–	﹤0.01%	661
2015 Q1	$9K	Hold	468	–	–	0.01%	674
2014 Q4	$8K	Hold	468	–	–	0.01%	692
2014 Q3	$7K	Hold	468	–	–	0.01%	731
2014 Q2	$8K	Hold	468	–	–	0.01%	720
2014 Q1	$9K	Buy	+468	New	+$8.33K	0.01%	637

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Gemmer Asset Management's UFPI Position: Q3 2021 in Review

Gemmer Asset Management sold out of UFP Industries (UFPI) in Q3 2021, closing a stake of 255 shares — an estimated $19K sold.

Gemmer Asset Management first reported a position in UFPI in Q1 2014 and held it in 30 quarters. The position peaked at $19K in Q2 2021. 288 funds tracked by Wall St. Rank hold UFPI as of Q3 2021.

Gemmer Asset Management reported no remaining UFP Industries position as of Q3 2021 after selling out during the quarter.
Gemmer Asset Management sold 255 UFP Industries shares in Q3 2021, an estimated $19K.
Gemmer Asset Management first reported a position in UFP Industries in Q1 2014 and held it in 30 quarters.
Gemmer Asset Management's UFP Industries position peaked at $19K in Q2 2021.
288 funds tracked by Wall St. Rank held UFP Industries as of Q3 2021.

Based on Gemmer Asset Management's 13F filing for Q3 2021, filed 19 Oct 2021.