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James Investment Research’s UFP Industries UFPI Stock Holding History

James Investment Research’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
2019
Q4 		– Sell
-7,335
Closed -$293K – 557
2019
Q3 		$293K Hold
7,335
– – 0.02% 272
2019
Q2 		$279K Sell
7,335
-15,055
-67% -$522K 0.02% 286
2019
Q1 		$669K Buy
+22,390
New +$672K 0.04% 372
2018
Q3 		– Sell
-59,025
Closed -$2.16M – 859
2018
Q2 		$2.16M Buy
+59,025
New +$2.07M 0.08% 291
2018
Q1 		– Sell
-49,110
Closed -$1.85M – 851
2017
Q4 		$1.85M Buy
+49,110
New +$1.81M 0.06% 337
2017
Q3 		– Sell
-397,260
Closed -$11.6M – 807
2017
Q2 		$11.6M Sell
397,260
-77,178
-16% -$2.35M 0.36% 80
2017
Q1 		$15.6M Sell
474,438
-156,441
-25% -$5.23M 0.44% 74
2016
Q4 		$21.5M Sell
630,879
-9,150
-1% -$298K 0.56% 57
2016
Q3 		$21M Buy
640,029
+11,595
+2% +$402K 0.56% 58
2016
Q2 		$19.4M Buy
628,434
+100,161
+19% +$2.82M 0.49% 62
2016
Q1 		$15.1M Buy
528,273
+230,913
+78% +$5.5M 0.37% 81
2015
Q4 		$6.78M Buy
+297,360
New +$7.07M 0.17% 126

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

James Investment Research's UFPI Position: Q4 2019 in Review

James Investment Research sold out of UFP Industries (UFPI) in Q4 2019, closing a stake of 7,335 shares — an estimated $293K sold.

James Investment Research first reported a position in UFPI in Q4 2015 and held it in 12 quarters. The position peaked at $21.5M in Q4 2016. 271 funds tracked by Wall St. Rank hold UFPI as of Q4 2019.

  • James Investment Research reported no remaining UFP Industries position as of Q4 2019 after selling out during the quarter.
  • James Investment Research sold 7,335 UFP Industries shares in Q4 2019, an estimated $293K.
  • James Investment Research first reported a position in UFP Industries in Q4 2015 and held it in 12 quarters.
  • James Investment Research's UFP Industries position peaked at $21.5M in Q4 2016.
  • 271 funds tracked by Wall St. Rank held UFP Industries as of Q4 2019.

Based on James Investment Research's 13F filing for Q4 2019, filed 24 Jan 2020.