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Hillsdale Investment Management’s UFP Technologies UFPT Stock Holding History

Hillsdale Investment Management’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
2023
Q3 		– Sell
-20
Closed -$3.88K – 651
2023
Q2 		$3.88K Sell
20
-6,180
-100% -$957K ﹤0.01% 476
2023
Q1 		$805K Hold
6,200
– – 0.07% 210
2022
Q4 		$731K Buy
+6,200
New +$661K 0.06% 222
2019
Q4 		– Sell
-550
Closed -$21K – 662
2019
Q3 		$21K Sell
550
-2,500
-82% -$103K ﹤0.01% 486
2019
Q2 		$127K Buy
3,050
+2,350
+336% +$89K 0.01% 404
2019
Q1 		$26K Buy
700
+200
+40% +$6.55K ﹤0.01% 447
2018
Q4 		$15K Hold
500
– – ﹤0.01% 456
2018
Q3 		$18K Hold
500
– – ﹤0.01% 329
2018
Q2 		$15K Buy
+500
New +$15.8K ﹤0.01% 357

Other funds holding UFPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Hillsdale Investment Management's UFPT Position: Q3 2023 in Review

Hillsdale Investment Management sold out of UFP Technologies (UFPT) in Q3 2023, closing a stake of 20 shares — an estimated $3.88K sold.

Hillsdale Investment Management first reported a position in UFPT in Q2 2018 and held it in 9 quarters. The position peaked at $805K in Q1 2023. 208 funds tracked by Wall St. Rank hold UFPT as of Q3 2023.

  • Hillsdale Investment Management reported no remaining UFP Technologies position as of Q3 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 20 UFP Technologies shares in Q3 2023, an estimated $3.88K.
  • Hillsdale Investment Management first reported a position in UFP Technologies in Q2 2018 and held it in 9 quarters.
  • Hillsdale Investment Management's UFP Technologies position peaked at $805K in Q1 2023.
  • 208 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2023.

Based on Hillsdale Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.