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UFPI icon

Inspire Investing’s UFP Industries UFPI Stock Holding History

Inspire Investing’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
2021
Q3 		– Sell
-7,722
Closed -$574K – 929
2021
Q2 		$574K Buy
7,722
+234
+3% +$18.5K 0.08% 272
2021
Q1 		$568K Buy
+7,488
New +$469K 0.09% 237
2020
Q4 		– Sell
-3,780
Closed -$214K – 677
2020
Q3 		$214K Sell
3,780
-250
-6% -$14.1K 0.06% 334
2020
Q2 		$200K Sell
4,030
-802
-17% -$34.1K 0.07% 461
2020
Q1 		$180K Buy
+4,832
New +$222K 0.07% 485
2018
Q1 		– Sell
-2,666
Closed -$100K – 671
2017
Q4 		$100K Buy
+2,666
New +$98K 0.09% 197

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Inspire Investing's UFPI Position: Q3 2021 in Review

Inspire Investing sold out of UFP Industries (UFPI) in Q3 2021, closing a stake of 7,722 shares — an estimated $574K sold.

Inspire Investing first reported a position in UFPI in Q4 2017 and held it in 6 quarters. The position peaked at $574K in Q2 2021. 288 funds tracked by Wall St. Rank hold UFPI as of Q3 2021.

  • Inspire Investing reported no remaining UFP Industries position as of Q3 2021 after selling out during the quarter.
  • Inspire Investing sold 7,722 UFP Industries shares in Q3 2021, an estimated $574K.
  • Inspire Investing first reported a position in UFP Industries in Q4 2017 and held it in 6 quarters.
  • Inspire Investing's UFP Industries position peaked at $574K in Q2 2021.
  • 288 funds tracked by Wall St. Rank held UFP Industries as of Q3 2021.

Based on Inspire Investing's 13F filing for Q3 2021, filed 9 Nov 2021.