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Hillsdale Investment Management’s UFP Industries UFPI Stock Holding History

Hillsdale Investment 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
-10,600
Closed -$765K – 631
2022
Q3 		$765K Sell
10,600
-2,000
-16% -$159K 0.07% 204
2022
Q2 		$859K Hold
12,600
– – 0.07% 198
2022
Q1 		$972K Hold
12,600
– – 0.06% 230
2021
Q4 		$1.16M Sell
12,600
-3,000
-19% -$252K 0.08% 214
2021
Q3 		$1.06M Sell
15,600
-74,800
-83% -$5.43M 0.08% 220
2021
Q2 		$6.72M Sell
90,400
-5,600
-6% -$442K 0.53% 34
2021
Q1 		$7.28M Sell
96,000
-1,160
-1% -$72.6K 0.61% 26
2020
Q4 		$5.4M Sell
97,160
-400
-0.4% -$22K 0.51% 41
2020
Q3 		$5.51M Sell
97,560
-40
-0% -$2.26K 0.54% 35
2020
Q2 		$4.83M Sell
97,600
-7,200
-7% -$307K 0.44% 43
2020
Q1 		$3.9M Sell
104,800
-600
-0.6% -$27.6K 0.47% 47
2019
Q4 		$5.03M Buy
105,400
+6,300
+6% +$297K 0.44% 56
2019
Q3 		$3.95M Buy
99,100
+45,200
+84% +$1.76M 0.35% 74
2019
Q2 		$2.05M Buy
+53,900
New +$1.87M 0.2% 114
2017
Q3 		– Sell
-240
Closed -$7K – 526
2017
Q2 		$7K Sell
240
-90
-27% -$2.73K ﹤0.01% 368
2017
Q1 		$11K Sell
330
-30,000
-99% -$1M ﹤0.01% 337
2016
Q4 		$1.03M Buy
30,330
+14,400
+90% +$469K 0.22% 106
2016
Q3 		$523K Hold
15,930
– – 0.14% 112
2016
Q2 		$492K Hold
15,930
– – 0.14% 97
2016
Q1 		$455K Buy
15,930
+330
+2% +$7.86K 0.15% 100
2015
Q4 		$356K Buy
+15,600
New +$371K 0.14% 194
2014
Q3 		– Sell
-20,100
Closed -$323K – 583
2014
Q2 		$323K Buy
20,100
+3,000
+18% +$50.6K 0.07% 194
2014
Q1 		$315K Buy
+17,100
New +$304K 0.09% 175

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

Hillsdale Investment Management's UFPI Position: Q4 2022 in Review

Hillsdale Investment Management sold out of UFP Industries (UFPI) in Q4 2022, closing a stake of 10,600 shares — an estimated $765K sold.

Hillsdale Investment Management first reported a position in UFPI in Q1 2014 and held it in 23 quarters. The position peaked at $7.28M in Q1 2021. 348 funds tracked by Wall St. Rank hold UFPI as of Q4 2022.

  • Hillsdale Investment Management reported no remaining UFP Industries position as of Q4 2022 after selling out during the quarter.
  • Hillsdale Investment Management sold 10,600 UFP Industries shares in Q4 2022, an estimated $765K.
  • Hillsdale Investment Management first reported a position in UFP Industries in Q1 2014 and held it in 23 quarters.
  • Hillsdale Investment Management's UFP Industries position peaked at $7.28M in Q1 2021.
  • 348 funds tracked by Wall St. Rank held UFP Industries as of Q4 2022.

Based on Hillsdale Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.