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Harvest Group Wealth Management’s UFP Industries UFPI Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-25
Closed -$1K – 671
2020
Q4 		$1K Hold
25
– – ﹤0.01% 574
2020
Q3 		$1K Hold
25
– – ﹤0.01% 526
2020
Q2 		$1K Hold
25
– – ﹤0.01% 429
2020
Q1 		$0 Sell
25
-88
-78% -$4.04K ﹤0.01% 1005
2019
Q4 		$5K Hold
113
– – ﹤0.01% 390
2019
Q3 		$5K Hold
113
– – 0.01% 428
2019
Q2 		$4K Hold
113
– – 0.01% 412
2019
Q1 		$3K Buy
+113
New +$3.39K ﹤0.01% 544

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
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 $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Harvest Group Wealth Management's UFPI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of UFP Industries (UFPI) in Q1 2021, closing a stake of 25 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in UFPI in Q1 2019 and held it in 8 quarters. The position peaked at $5K in Q4 2019. 276 funds tracked by Wall St. Rank hold UFPI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining UFP Industries position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 25 UFP Industries shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in UFP Industries in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's UFP Industries position peaked at $5K in Q4 2019.
  • 276 funds tracked by Wall St. Rank held UFP Industries as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.