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Harvest Investment Services’s UFP Technologies UFPT Stock Holding History

Harvest Investment Services’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,668
Closed -$1.48M – 321
2024
Q3 		$1.48M Buy
4,668
+2,717
+139% +$866K 0.47% 59
2024
Q2 		$515K Buy
+1,951
New +$482K 0.2% 109

Other funds holding UFPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harvest Investment Services's UFPT Position: Q4 2024 in Review

Harvest Investment Services sold out of UFP Technologies (UFPT) in Q4 2024, closing a stake of 4,668 shares — an estimated $1.48M sold.

Harvest Investment Services first reported a position in UFPT in Q2 2024 and held it in 2 quarters. The position peaked at $1.48M in Q3 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q4 2024.

  • Harvest Investment Services reported no remaining UFP Technologies position as of Q4 2024 after selling out during the quarter.
  • Harvest Investment Services sold 4,668 UFP Technologies shares in Q4 2024, an estimated $1.48M.
  • Harvest Investment Services first reported a position in UFP Technologies in Q2 2024 and held it in 2 quarters.
  • Harvest Investment Services's UFP Technologies position peaked at $1.48M in Q3 2024.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2024.

Based on Harvest Investment Services's 13F filing for Q4 2024, filed 14 Feb 2025.