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Horan Securities’s UFP Industries UFPI Stock Holding History

Horan Securities’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
2023
Q3 		– Sell
-12
Closed -$1.17K – 629
2023
Q2 		$1.17K Hold
12
– – ﹤0.01% 615
2023
Q1 		$954 Hold
12
– – ﹤0.01% 635
2022
Q4 		$951 Buy
+12
New +$917 ﹤0.01% 637
2022
Q3 		– Sell
-326
Closed -$24K – 795
2022
Q2 		$24K Sell
326
-541
-62% -$40.8K 0.01% 246
2022
Q1 		$67K Hold
867
– – 0.04% 154
2021
Q4 		$80K Buy
+867
New +$72.9K 0.05% 143
2021
Q2 		$64K Buy
+867
New +$68.5K 0.05% 147

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Horan Securities's UFPI Position: Q3 2023 in Review

Horan Securities sold out of UFP Industries (UFPI) in Q3 2023, closing a stake of 12 shares — an estimated $1.17K sold.

Horan Securities first reported a position in UFPI in Q2 2021 and held it in 7 quarters. The position peaked at $80K in Q4 2021. 362 funds tracked by Wall St. Rank hold UFPI as of Q3 2023.

  • Horan Securities reported no remaining UFP Industries position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 12 UFP Industries shares in Q3 2023, an estimated $1.17K.
  • Horan Securities first reported a position in UFP Industries in Q2 2021 and held it in 7 quarters.
  • Horan Securities's UFP Industries position peaked at $80K in Q4 2021.
  • 362 funds tracked by Wall St. Rank held UFP Industries as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.