IP
UFPI icon

Intellectus Partners’s UFP Industries UFPI Stock Holding History

Intellectus Partners’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
2018
Q4 		– Sell
-32,184
Closed -$1.14M – 493
2018
Q3 		$1.14M Hold
32,184
– – 0.4% 68
2018
Q2 		$1.18M Hold
32,184
– – 0.43% 60
2018
Q1 		$1.04M Hold
32,184
– – 0.36% 72
2017
Q4 		$1.21M Hold
32,184
– – 0.45% 56
2017
Q3 		$1.05M Hold
32,184
– – 0.44% 59
2017
Q2 		$937K Sell
32,184
-618
-2% -$18.8K 0.42% 61
2017
Q1 		$1.08M Hold
32,802
– – 0.55% 47
2016
Q4 		$1.12M Buy
+32,802
New +$1.07M 0.58% 40

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Intellectus Partners's UFPI Position: Q4 2018 in Review

Intellectus Partners sold out of UFP Industries (UFPI) in Q4 2018, closing a stake of 32,184 shares — an estimated $1.14M sold.

Intellectus Partners first reported a position in UFPI in Q4 2016 and held it in 8 quarters. The position peaked at $1.21M in Q4 2017. 206 funds tracked by Wall St. Rank hold UFPI as of Q4 2018.

  • Intellectus Partners reported no remaining UFP Industries position as of Q4 2018 after selling out during the quarter.
  • Intellectus Partners sold 32,184 UFP Industries shares in Q4 2018, an estimated $1.14M.
  • Intellectus Partners first reported a position in UFP Industries in Q4 2016 and held it in 8 quarters.
  • Intellectus Partners's UFP Industries position peaked at $1.21M in Q4 2017.
  • 206 funds tracked by Wall St. Rank held UFP Industries as of Q4 2018.

Based on Intellectus Partners's 13F filing for Q4 2018, filed 14 Feb 2019.