GLA
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Great Lakes Advisors’s UFP Industries UFPI Stock Holding History

Great Lakes Advisors’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
2026
Q1 		$1.71M Buy
18,531
+7
+0% +$708 0.01% 444
2025
Q4 		$1.69M Hold
18,524
– – 0.01% 453
2025
Q3 		$1.73M Sell
18,524
-2,573
-12% -$260K 0.01% 461
2025
Q2 		$2.1M Sell
21,097
-8
-0% -$807 0.02% 441
2025
Q1 		$2.26M Buy
21,105
+105
+0.5% +$11.7K 0.02% 413
2024
Q4 		$2.37M Sell
21,000
-6
-0% -$773 0.02% 459
2024
Q3 		$2.76M Sell
21,006
-1,462
-7% -$177K 0.02% 441
2024
Q2 		$2.52M Sell
22,468
-8
-0% -$930 0.02% 441
2024
Q1 		$2.76M Sell
22,476
-4,449
-17% -$517K 0.02% 430
2023
Q4 		$3.38M Buy
26,925
+901
+3% +$97.3K 0.03% 398
2023
Q3 		$2.66M Buy
26,024
+640
+3% +$64.7K 0.02% 425
2023
Q2 		$2.46M Buy
25,384
+15,751
+164% +$1.31M 0.02% 427
2023
Q1 		$766K Buy
+9,633
New +$824K 0.01% 601

Other funds holding UFPI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return