GDP
UFPI icon

Great Diamond Partners’s UFP Industries UFPI Stock Holding History

Great Diamond Partners’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
2020
Q1 		– Sell
-498
Closed -$23K – 567
2019
Q4 		$23K Buy
+498
New +$23.5K 0.01% 437

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Great Diamond Partners's UFPI Position: Q1 2020 in Review

Great Diamond Partners sold out of UFP Industries (UFPI) in Q1 2020, closing a stake of 498 shares — an estimated $23K sold.

Great Diamond Partners first reported a position in UFPI in Q4 2019 and held it in 1 quarter. The position peaked at $23K in Q4 2019. 238 funds tracked by Wall St. Rank hold UFPI as of Q1 2020.

  • Great Diamond Partners reported no remaining UFP Industries position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 498 UFP Industries shares in Q1 2020, an estimated $23K.
  • Great Diamond Partners first reported a position in UFP Industries in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's UFP Industries position peaked at $23K in Q4 2019.
  • 238 funds tracked by Wall St. Rank held UFP Industries as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.