Jacobs Levy Equity Management
UFPI icon

Jacobs Levy Equity Management’s UFP Industries UFPI Stock Holding History

Jacobs Levy Equity Management’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
Q2 		– Sell
-9,922
Closed -$1.06M – 1170
2025
Q1 		$1.06M Buy
+9,922
New +$1.11M ﹤0.01% 797
2017
Q2 		– Sell
-12,132
Closed -$398K – 1017
2017
Q1 		$398K Sell
12,132
-102,798
-89% -$3.43M 0.01% 686
2016
Q4 		$3.92M Sell
114,930
-74,520
-39% -$2.43M 0.08% 290
2016
Q3 		$6.22M Buy
189,450
+110,250
+139% +$3.82M 0.11% 229
2016
Q2 		$2.45M Buy
79,200
+45,690
+136% +$1.29M 0.05% 386
2016
Q1 		$959K Buy
+33,510
New +$798K 0.02% 576
2013
Q4 		– Sell
-58,200
Closed -$815K – 1038
2013
Q3 		$815K Buy
58,200
+4,200
+8% +$55.9K 0.01% 576
2013
Q2 		$719K Buy
+54,000
New +$703K 0.01% 647

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jacobs Levy Equity Management's UFPI Position: Q2 2025 in Review

Jacobs Levy Equity Management sold out of UFP Industries (UFPI) in Q2 2025, closing a stake of 9,922 shares — an estimated $1.06M sold.

Jacobs Levy Equity Management first reported a position in UFPI in Q2 2013 and held it in 8 quarters. The position peaked at $6.22M in Q3 2016. 432 funds tracked by Wall St. Rank hold UFPI as of Q2 2025.

  • Jacobs Levy Equity Management reported no remaining UFP Industries position as of Q2 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 9,922 UFP Industries shares in Q2 2025, an estimated $1.06M.
  • Jacobs Levy Equity Management first reported a position in UFP Industries in Q2 2013 and held it in 8 quarters.
  • Jacobs Levy Equity Management's UFP Industries position peaked at $6.22M in Q3 2016.
  • 432 funds tracked by Wall St. Rank held UFP Industries as of Q2 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2025, filed 14 Aug 2025.