Innealta Capital’s UFP Industries UFPI Stock Holding History

Innealta Capital’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
2024 Q3	–	Sell	-202	Closed	-$22.6K	–	1591
2024 Q2	$22.6K	Buy	+202	New	+$23.5K	0.01%	609

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Innealta Capital's UFPI Position: Q3 2024 in Review

Innealta Capital sold out of UFP Industries (UFPI) in Q3 2024, closing a stake of 202 shares — an estimated $22.6K sold.

Innealta Capital first reported a position in UFPI in Q2 2024 and held it in 1 quarter. The position peaked at $22.6K in Q2 2024. 439 funds tracked by Wall St. Rank hold UFPI as of Q3 2024.

Innealta Capital reported no remaining UFP Industries position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 202 UFP Industries shares in Q3 2024, an estimated $22.6K.
Innealta Capital first reported a position in UFP Industries in Q2 2024 and held it in 1 quarter.
Innealta Capital's UFP Industries position peaked at $22.6K in Q2 2024.
439 funds tracked by Wall St. Rank held UFP Industries as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.