Janney Montgomery Scott
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Janney Montgomery Scott’s UFP Technologies UFPT Stock Holding History

Janney Montgomery Scott’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-782
Closed -$248K – 2852
2024
Q3 		$248K Buy
782
+4
+0.5% +$1.27K ﹤0.01% 2405
2024
Q2 		$205K Sell
778
-130
-14% -$32.1K ﹤0.01% 2445
2024
Q1 		$229K Buy
+908
New +$173K ﹤0.01% 2499
2022
Q1 		– Sell
-3,272
Closed -$230K – 2446
2021
Q4 		$230K Buy
+3,272
New +$217K ﹤0.01% 2160
2021
Q3 		– Sell
-4,724
Closed -$271K – 2375
2021
Q2 		$271K Buy
4,724
+113
+2% +$6.14K ﹤0.01% 1975
2021
Q1 		$230K Buy
4,611
+318
+7% +$15.5K ﹤0.01% 2001
2020
Q4 		$200K Buy
+4,293
New +$187K ﹤0.01% 2099
2020
Q1 		– Sell
-4,134
Closed -$205K – 2099
2019
Q4 		$205K Buy
+4,134
New +$180K ﹤0.01% 1924

Other funds holding UFPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janney Montgomery Scott's UFPT Position: Q4 2024 in Review

Janney Montgomery Scott sold out of UFP Technologies (UFPT) in Q4 2024, closing a stake of 782 shares — an estimated $248K sold.

Janney Montgomery Scott first reported a position in UFPT in Q4 2019 and held it in 8 quarters. The position peaked at $271K in Q2 2021. 279 funds tracked by Wall St. Rank hold UFPT as of Q4 2024.

  • Janney Montgomery Scott reported no remaining UFP Technologies position as of Q4 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 782 UFP Technologies shares in Q4 2024, an estimated $248K.
  • Janney Montgomery Scott first reported a position in UFP Technologies in Q4 2019 and held it in 8 quarters.
  • Janney Montgomery Scott's UFP Technologies position peaked at $271K in Q2 2021.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2024.

Based on Janney Montgomery Scott's 13F filing for Q4 2024, filed 17 Jan 2025.