Hantz Financial Services’s UFP Industries UFPI Stock Holding History

Hantz Financial Services’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	$1.81M	Buy	19,612 +11,708	+148%	+$1.18M	0.03%	353
2025 Q4	$720K	Sell	7,904 -4,743	-38%	-$434K	0.01%	538
2025 Q3	$1.18M	Buy	12,647 +555	+5%	+$56K	0.02%	427
2025 Q2	$1.2M	Sell	12,092 -13,770	-53%	-$1.39M	0.02%	416
2025 Q1	$2.77M	Sell	25,862 -418	-2%	-$46.6K	0.05%	283
2024 Q4	$2.96M	Sell	26,280 -377	-1%	-$48.6K	0.05%	276
2024 Q3	$3.5M	Buy	26,657 +4,730	+22%	+$571K	0.06%	256
2024 Q2	$2.46M	Sell	21,927 -8,475	-28%	-$985K	0.05%	301
2024 Q1	$3.74M	Sell	30,402 -2,914	-9%	-$339K	0.07%	253
2023 Q4	$4.18M	Sell	33,316 -4,587	-12%	-$495K	0.09%	235
2023 Q3	$3.88M	Sell	37,903 -9,256	-20%	-$935K	0.1%	222
2023 Q2	$4.58M	Buy	47,159 +5,641	+14%	+$471K	0.11%	206
2023 Q1	$3.3M	Buy	41,518 +3,469	+9%	+$297K	0.09%	236
2022 Q4	$3.02M	Buy	38,049 +869	+2%	+$66.4K	0.09%	239
2022 Q3	$2.68M	Buy	37,180 +6,396	+21%	+$509K	0.09%	237
2022 Q2	$2.1M	Buy	30,784 +1,635	+6%	+$123K	0.07%	263
2022 Q1	$2.25M	Buy	29,149 +659	+2%	+$55K	0.07%	262
2021 Q4	$2.62M	Buy	28,490 +3,112	+12%	+$262K	0.08%	237
2021 Q3	$1.73M	Buy	25,378 +7,459	+42%	+$542K	0.06%	269
2021 Q2	$1.33M	Buy	+17,919	New	+$1.41M	0.05%	280

Other funds holding UFPI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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