Innealta Capital’s UFP Technologies UFPT Stock Holding History

Innealta Capital’s Portfolio UFPT Stock Details UFPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8	Closed	-$2.11K	–	1592
2024 Q2	$2.11K	Buy	+8	New	+$1.98K	﹤0.01%	1071

Other funds holding UFPT

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Innealta Capital's UFPT Position: Q3 2024 in Review

Innealta Capital sold out of UFP Technologies (UFPT) in Q3 2024, closing a stake of 8 shares — an estimated $2.11K sold.

Innealta Capital first reported a position in UFPT in Q2 2024 and held it in 1 quarter. The position peaked at $2.11K in Q2 2024. 281 funds tracked by Wall St. Rank hold UFPT as of Q3 2024.

Innealta Capital reported no remaining UFP Technologies position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 8 UFP Technologies shares in Q3 2024, an estimated $2.11K.
Innealta Capital first reported a position in UFP Technologies in Q2 2024 and held it in 1 quarter.
Innealta Capital's UFP Technologies position peaked at $2.11K in Q2 2024.
281 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2024.

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