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Harel Insurance Investments & Financial Services’s UFP Industries UFPI Stock Holding History

Harel Insurance Investments & 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
2021
Q2 		– Sell
-126
Closed -$32K – 869
2021
Q1 		$32K Sell
126
-40
-24% -$2.5K ﹤0.01% 668
2020
Q4 		$30K Buy
166
+28
+20% +$1.54K ﹤0.01% 644
2020
Q3 		$8K Buy
+138
New +$7.78K ﹤0.01% 588

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services's UFPI Position: Q2 2021 in Review

Harel Insurance Investments & Financial Services sold out of UFP Industries (UFPI) in Q2 2021, closing a stake of 126 shares — an estimated $32K sold.

Harel Insurance Investments & Financial Services first reported a position in UFPI in Q3 2020 and held it in 3 quarters. The position peaked at $32K in Q1 2021. 290 funds tracked by Wall St. Rank hold UFPI as of Q2 2021.

  • Harel Insurance Investments & Financial Services reported no remaining UFP Industries position as of Q2 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 126 UFP Industries shares in Q2 2021, an estimated $32K.
  • Harel Insurance Investments & Financial Services first reported a position in UFP Industries in Q3 2020 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's UFP Industries position peaked at $32K in Q1 2021.
  • 290 funds tracked by Wall St. Rank held UFP Industries as of Q2 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2021, filed 26 Jul 2021.