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Hennessy Advisors Inc’s UFP Industries UFPI Stock Holding History

Hennessy Advisors Inc’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
-51,300
Closed -$2.85M – 341
2020
Q4 		$2.85M Sell
51,300
-1,400
-3% -$76.8K 0.18% 156
2020
Q3 		$2.98M Sell
52,700
-2,200
-4% -$124K 0.21% 128
2020
Q2 		$2.72M Sell
54,900
-2,200
-4% -$93.7K 0.19% 132
2020
Q1 		$2.12M Buy
+57,100
New +$2.62M 0.16% 143

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

Hennessy Advisors Inc's UFPI Position: Q1 2021 in Review

Hennessy Advisors Inc sold out of UFP Industries (UFPI) in Q1 2021, closing a stake of 51,300 shares — an estimated $2.85M sold.

Hennessy Advisors Inc first reported a position in UFPI in Q1 2020 and held it in 4 quarters. The position peaked at $2.98M in Q3 2020. 276 funds tracked by Wall St. Rank hold UFPI as of Q1 2021.

  • Hennessy Advisors Inc reported no remaining UFP Industries position as of Q1 2021 after selling out during the quarter.
  • Hennessy Advisors Inc sold 51,300 UFP Industries shares in Q1 2021, an estimated $2.85M.
  • Hennessy Advisors Inc first reported a position in UFP Industries in Q1 2020 and held it in 4 quarters.
  • Hennessy Advisors Inc's UFP Industries position peaked at $2.98M in Q3 2020.
  • 276 funds tracked by Wall St. Rank held UFP Industries as of Q1 2021.

Based on Hennessy Advisors Inc's 13F filing for Q1 2021, filed 19 Apr 2021.