Horizon Investment Services’s UFP Industries UFPI Stock Holding History

Horizon Investment Services’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
2016 Q4	–	Sell	-79,974	Closed	-$2.63M	–	114
2016 Q3	$2.63M	Sell	79,974 -4,590	-5%	-$159K	1.33%	29
2016 Q2	$2.61M	Buy	84,564 +1,731	+2%	+$48.7K	1.32%	32
2016 Q1	$2.37M	Sell	82,833 -4,566	-5%	-$109K	1.08%	35
2015 Q4	$1.99M	Buy	+87,399	New	+$2.08M	0.85%	37
2014 Q3	–	Sell	-14,655	Closed	-$236K	–	139
2014 Q2	$236K	Buy	14,655 +1,890	+15%	+$31.9K	0.11%	114
2014 Q1	$215K	Buy	+12,765	New	+$227K	0.12%	114

Other funds holding UFPI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Horizon Investment Services's UFPI Position: Q4 2016 in Review

Horizon Investment Services sold out of UFP Industries (UFPI) in Q4 2016, closing a stake of 79,974 shares — an estimated $2.63M sold.

Horizon Investment Services first reported a position in UFPI in Q1 2014 and held it in 6 quarters. The position peaked at $2.63M in Q3 2016. 208 funds tracked by Wall St. Rank hold UFPI as of Q4 2016.

Horizon Investment Services reported no remaining UFP Industries position as of Q4 2016 after selling out during the quarter.
Horizon Investment Services sold 79,974 UFP Industries shares in Q4 2016, an estimated $2.63M.
Horizon Investment Services first reported a position in UFP Industries in Q1 2014 and held it in 6 quarters.
Horizon Investment Services's UFP Industries position peaked at $2.63M in Q3 2016.
208 funds tracked by Wall St. Rank held UFP Industries as of Q4 2016.

Based on Horizon Investment Services's 13F filing for Q4 2016, filed 15 Feb 2017.