Howe & Rusling’s UFP Industries UFPI Stock Holding History

Howe & Rusling’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
2020 Q2	–	Sell	-108	Closed	-$4K	–	911
2020 Q1	$4K	Sell	108 -4	-4%	-$184	﹤0.01%	547
2019 Q4	$5K	Hold	112	–	–	﹤0.01%	562
2019 Q3	$4K	Hold	112	–	–	﹤0.01%	599
2019 Q2	$4K	Sell	112 -3	-3%	-$104	﹤0.01%	574
2019 Q1	$3K	Sell	115 -13	-10%	-$390	﹤0.01%	635
2018 Q4	$3K	Buy	128 +31	+32%	+$891	﹤0.01%	630
2018 Q3	$3K	Hold	97	–	–	﹤0.01%	685
2018 Q2	$4K	Hold	97	–	–	﹤0.01%	587
2018 Q1	$3K	Sell	97 -2	-2%	-$71	﹤0.01%	727
2017 Q4	$4K	Hold	99	–	–	﹤0.01%	605
2017 Q3	$3K	Buy	99 +30	+43%	+$866	﹤0.01%	692
2017 Q2	$2K	Hold	69	–	–	﹤0.01%	845
2017 Q1	$2K	Sell	69 -9	-12%	-$301	﹤0.01%	872
2016 Q4	$3K	Hold	78	–	–	﹤0.01%	810
2016 Q3	$3K	Sell	78 -75	-49%	-$2.6K	﹤0.01%	789
2016 Q2	$5K	Hold	153	–	–	﹤0.01%	643
2016 Q1	$4K	Hold	153	–	–	﹤0.01%	730
2015 Q4	$3K	Buy	+153	New	+$3.64K	﹤0.01%	759

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Howe & Rusling's UFPI Position: Q2 2020 in Review

Howe & Rusling sold out of UFP Industries (UFPI) in Q2 2020, closing a stake of 108 shares — an estimated $4K sold.

Howe & Rusling first reported a position in UFPI in Q4 2015 and held it in 18 quarters. The position peaked at $5K in Q4 2019. 241 funds tracked by Wall St. Rank hold UFPI as of Q2 2020.

Howe & Rusling reported no remaining UFP Industries position as of Q2 2020 after selling out during the quarter.
Howe & Rusling sold 108 UFP Industries shares in Q2 2020, an estimated $4K.
Howe & Rusling first reported a position in UFP Industries in Q4 2015 and held it in 18 quarters.
Howe & Rusling's UFP Industries position peaked at $5K in Q4 2019.
241 funds tracked by Wall St. Rank held UFP Industries as of Q2 2020.

Based on Howe & Rusling's 13F filing for Q2 2020, filed 15 Jul 2020.