HFM
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Harvest Fund Management’s UFP Industries UFPI Stock Holding History

Harvest Fund Management’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
2022
Q4 		– Sell
-700
Closed -$51K – 862
2022
Q3 		$51K Hold
700
– – 0.01% 418
2022
Q2 		$48K Hold
700
– – 0.01% 420
2022
Q1 		$54K Hold
700
– – 0.01% 420
2021
Q4 		$63K Buy
700
+471
+206% +$39.6K 0.01% 405
2021
Q3 		$15K Buy
+229
New +$16.6K ﹤0.01% 648
2020
Q4 		– Sell
-232
Closed -$13K – 661
2020
Q3 		$13K Buy
+232
New +$13.1K ﹤0.01% 507
2020
Q2 		– Sell
-759
Closed -$28K – 517
2020
Q1 		$28K Hold
759
– – ﹤0.01% 364
2019
Q4 		$37K Buy
+759
New +$35.8K ﹤0.01% 331

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Harvest Fund Management's UFPI Position: Q4 2022 in Review

Harvest Fund Management sold out of UFP Industries (UFPI) in Q4 2022, closing a stake of 700 shares — an estimated $51K sold.

Harvest Fund Management first reported a position in UFPI in Q4 2019 and held it in 8 quarters. The position peaked at $63K in Q4 2021. 348 funds tracked by Wall St. Rank hold UFPI as of Q4 2022.

  • Harvest Fund Management reported no remaining UFP Industries position as of Q4 2022 after selling out during the quarter.
  • Harvest Fund Management sold 700 UFP Industries shares in Q4 2022, an estimated $51K.
  • Harvest Fund Management first reported a position in UFP Industries in Q4 2019 and held it in 8 quarters.
  • Harvest Fund Management's UFP Industries position peaked at $63K in Q4 2021.
  • 348 funds tracked by Wall St. Rank held UFP Industries as of Q4 2022.

Based on Harvest Fund Management's 13F filing for Q4 2022, filed 6 Feb 2023.