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J.W. Coons Advisors’s UFP Industries UFPI Stock Holding History

J.W. Coons 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
2025
Q1 		– Sell
-3,800
Closed -$428K – 236
2024
Q4 		$428K Buy
3,800
+75
+2% +$9.67K 0.11% 162
2024
Q3 		$489K Buy
3,725
+190
+5% +$22.9K 0.12% 153
2024
Q2 		$396K Sell
3,535
-95
-3% -$11K 0.1% 167
2024
Q1 		$447K Sell
3,630
-765
-17% -$88.9K 0.1% 159
2023
Q4 		$552K Hold
4,395
– – 0.15% 132
2023
Q3 		$450K Sell
4,395
-150
-3% -$15.2K 0.13% 140
2023
Q2 		$441K Buy
4,545
+420
+10% +$35K 0.12% 149
2023
Q1 		$328K Buy
4,125
+1,470
+55% +$126K 0.09% 182
2022
Q4 		$210K Buy
+2,655
New +$203K 0.06% 221

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

J.W. Coons Advisors's UFPI Position: Q1 2025 in Review

J.W. Coons Advisors sold out of UFP Industries (UFPI) in Q1 2025, closing a stake of 3,800 shares — an estimated $428K sold.

J.W. Coons Advisors first reported a position in UFPI in Q4 2022 and held it in 9 quarters. The position peaked at $552K in Q4 2023. 436 funds tracked by Wall St. Rank hold UFPI as of Q1 2025.

  • J.W. Coons Advisors reported no remaining UFP Industries position as of Q1 2025 after selling out during the quarter.
  • J.W. Coons Advisors sold 3,800 UFP Industries shares in Q1 2025, an estimated $428K.
  • J.W. Coons Advisors first reported a position in UFP Industries in Q4 2022 and held it in 9 quarters.
  • J.W. Coons Advisors's UFP Industries position peaked at $552K in Q4 2023.
  • 436 funds tracked by Wall St. Rank held UFP Industries as of Q1 2025.

Based on J.W. Coons Advisors's 13F filing for Q1 2025, filed 6 May 2025.