Guggenheim Capital’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $377K | Buy |
4,096
+1,023
| +33% | +$103K | ﹤0.01% | 1303 |
|
|
2025
Q4 | $280K | Buy |
+3,073
| New | +$281K | ﹤0.01% | 1558 |
|
|
2024
Q4 | – | Sell |
-17,607
| Closed | -$2.31M | – | 1920 |
|
|
2024
Q3 | $2.31M | Sell |
17,607
-4,448
| -20% | -$537K | 0.02% | 775 |
|
|
2024
Q2 | $2.47M | Sell |
22,055
-19,748
| -47% | -$2.3M | 0.02% | 740 |
|
|
2024
Q1 | $5.14M | Buy |
41,803
+25,103
| +150% | +$2.92M | 0.04% | 548 |
|
|
2023
Q4 | $2.1M | Sell |
16,700
-11,556
| -41% | -$1.25M | 0.02% | 826 |
|
|
2023
Q3 | $2.89M | Buy |
28,256
+1,883
| +7% | +$190K | 0.03% | 680 |
|
|
2023
Q2 | $2.56M | Buy |
26,373
+11,491
| +77% | +$959K | 0.02% | 753 |
|
|
2023
Q1 | $1.18M | Buy |
14,882
+4,892
| +49% | +$419K | 0.01% | 1096 |
|
|
2022
Q4 | $792K | Buy |
9,990
+1,400
| +16% | +$107K | 0.01% | 1283 |
|
|
2022
Q3 | $620K | Sell |
8,590
-3,865
| -31% | -$307K | 0.01% | 1384 |
|
|
2022
Q2 | $849K | Sell |
12,455
-3,416
| -22% | -$257K | 0.01% | 1298 |
|
|
2022
Q1 | $1.23M | Buy |
15,871
+3,704
| +30% | +$309K | 0.01% | 1254 |
|
|
2021
Q4 | $1.12M | Buy |
+12,167
| New | +$1.02M | 0.01% | 1318 |
|
|
2021
Q3 | – | Sell |
-6,346
| Closed | -$472K | – | 2236 |
|
|
2021
Q2 | $472K | Sell |
6,346
-2,280
| -26% | -$180K | ﹤0.01% | 1850 |
|
|
2021
Q1 | $654K | Buy |
+8,626
| New | +$540K | ﹤0.01% | 1592 |
|
|
2020
Q4 | – | Sell |
-4,490
| Closed | -$254K | – | 2119 |
|
|
2020
Q3 | $254K | Sell |
4,490
-1,236
| -22% | -$69.7K | ﹤0.01% | 1697 |
|
|
2020
Q2 | $283K | Buy |
+5,726
| New | +$244K | ﹤0.01% | 1627 |
|
|
2020
Q1 | – | Sell |
-5,230
| Closed | -$249K | – | 2011 |
|
|
2019
Q4 | $249K | Sell |
5,230
-6,182
| -54% | -$291K | ﹤0.01% | 1909 |
|
|
2019
Q3 | $455K | Buy |
+11,412
| New | +$444K | ﹤0.01% | 1660 |
|
|
2018
Q4 | – | Sell |
-18,208
| Closed | -$643K | – | 2381 |
|
|
2018
Q3 | $643K | Buy |
+18,208
| New | +$672K | ﹤0.01% | 1840 |
|
|
2016
Q4 | – | Sell |
-68,196
| Closed | -$2.24M | – | 2978 |
|
|
2016
Q3 | $2.24M | Sell |
68,196
-16,050
| -19% | -$557K | 0.01% | 1555 |
|
|
2016
Q2 | $2.6M | Sell |
84,246
-12,798
| -13% | -$360K | 0.01% | 1400 |
|
|
2016
Q1 | $2.78M | Sell |
97,044
-20,988
| -18% | -$500K | 0.01% | 1341 |
|
|
2015
Q4 | $2.69M | Sell |
118,032
-6,288
| -5% | -$149K | 0.01% | 1398 |
|
|
2015
Q3 | $2.39M | Sell |
124,320
-1,230
| -1% | -$24.5K | 0.01% | 1470 |
|
|
2015
Q2 | $2.18M | Buy |
125,550
+12,276
| +11% | +$225K | 0.01% | 1699 |
|
|
2015
Q1 | $2.09M | Sell |
113,274
-1,431
| -1% | -$24.9K | 0.01% | 1731 |
|
|
2014
Q4 | $2.03M | Buy |
114,705
+408
| +0.4% | +$6.61K | 0.01% | 1726 |
|
|
2014
Q3 | $1.63M | Buy |
114,297
+2,352
| +2% | +$36.3K | ﹤0.01% | 1925 |
|
|
2014
Q2 | $1.8M | Sell |
111,945
-8,763
| -7% | -$148K | ﹤0.01% | 1901 |
|
|
2014
Q1 | $2.23M | Buy |
120,708
+1,350
| +1% | +$24K | 0.01% | 1710 |
|
|
2013
Q4 | $2.07M | Buy |
119,358
+44,274
| +59% | +$729K | 0.01% | 1752 |
|
|
2013
Q3 | $1.05M | Buy |
75,084
+4,095
| +6% | +$54.5K | ﹤0.01% | 2062 |
|
|
2013
Q2 | $945K | Buy |
+70,989
| New | +$924K | ﹤0.01% | 2080 |
|
Other funds holding UFPI
VPM
VCM
WA
