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IndexIQ Advisors’s UFP Industries UFPI Stock Holding History

IndexIQ Advisors’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
Q1 		$432K Sell
5,599
-634
-10% -$52.9K 0.02% 437
2021
Q4 		$573K Sell
6,233
-184
-3% -$15.5K 0.02% 480
2021
Q3 		$436K Sell
6,417
-291
-4% -$21.1K 0.01% 715
2021
Q2 		$499K Sell
6,708
-124
-2% -$9.79K 0.02% 463
2021
Q1 		$518K Buy
6,832
+5,429
+387% +$340K 0.02% 367
2020
Q4 		$78K Sell
1,403
-593
-30% -$32.5K ﹤0.01% 1023
2020
Q3 		$113K Sell
1,996
-156
-7% -$8.8K ﹤0.01% 911
2020
Q2 		$107K Buy
+2,152
New +$91.6K ﹤0.01% 837
2020
Q1 		– Sell
-27,137
Closed -$1.29M – 1132
2019
Q4 		$1.29M Sell
27,137
-8,613
-24% -$406K 0.05% 201
2019
Q3 		$1.43M Sell
35,750
-6,697
-16% -$260K 0.05% 221
2019
Q2 		$1.62M Sell
42,447
-10,337
-20% -$358K 0.05% 199
2019
Q1 		$1.58M Sell
52,784
-11,991
-19% -$360K 0.05% 297
2018
Q4 		$1.68M Sell
64,775
-5,279
-8% -$152K 0.05% 289
2018
Q3 		$2.48M Buy
70,054
+2,647
+4% +$97.6K 0.08% 237
2018
Q2 		$2.47M Buy
67,407
+5,719
+9% +$200K 0.08% 229
2018
Q1 		$2M Buy
61,688
+18,819
+44% +$668K 0.06% 333
2017
Q4 		$1.61M Buy
42,869
+16,484
+62% +$606K 0.06% 217
2017
Q3 		$863K Buy
26,385
+11,997
+83% +$346K 0.04% 319
2017
Q2 		$419K Buy
+14,388
New +$437K 0.02% 403

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

IndexIQ Advisors's UFPI Position: Q1 2022 in Review

IndexIQ Advisors reduced its UFP Industries (UFPI) stake by 10% in Q1 2022, selling an estimated $52.9K and leaving 5,599 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #437.

IndexIQ Advisors first reported a position in UFPI in Q2 2017 and has held it in 19 quarters since. The position peaked at $2.48M in Q3 2018. 336 funds tracked by Wall St. Rank hold UFPI as of Q1 2022.

  • IndexIQ Advisors held 5,599 shares of UFP Industries worth $432K as of Q1 2022.
  • IndexIQ Advisors sold 634 UFP Industries shares in Q1 2022, an estimated $52.9K.
  • UFP Industries made up 0.02% of IndexIQ Advisors's portfolio in Q1 2022, its #437 holding.
  • IndexIQ Advisors first reported a position in UFP Industries in Q2 2017 and has held it in 19 quarters since.
  • IndexIQ Advisors's UFP Industries position peaked at $2.48M in Q3 2018.
  • 336 funds tracked by Wall St. Rank held UFP Industries as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.