Jefferies Group’s UFP Industries UFPI Stock Holding History

Jefferies Group’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
2022 Q1	–	Sell	-2,700	Closed	-$248K	–	1948
2021 Q4	$248K	Buy	+2,700	New	+$227K	﹤0.01%	1345
2020 Q1	–	Sell	-5,808	Closed	-$277K	–	2692
2019 Q4	$277K	Sell	5,808 -4,786	-45%	-$226K	﹤0.01%	2094
2019 Q3	$422K	Buy	+10,594	New	+$412K	﹤0.01%	1976
2018 Q4	–	Sell	-9,306	Closed	-$329K	–	2590
2018 Q3	$329K	Buy	9,306 +3,052	+49%	+$113K	﹤0.01%	1831
2018 Q2	$229K	Buy	+6,254	New	+$219K	﹤0.01%	1972
2018 Q1	–	Sell	-10,049	Closed	-$378K	–	2731
2017 Q4	$378K	Sell	10,049 -10,654	-51%	-$392K	﹤0.01%	1889
2017 Q3	$677K	Buy	20,703 +3,003	+17%	+$86.7K	﹤0.01%	1477
2017 Q2	$515K	Buy	+17,700	New	+$538K	﹤0.01%	1596
2015 Q3	–	Sell	-3,993	Closed	-$69K	–	3041
2015 Q2	$69K	Buy	+3,993	New	+$73.1K	﹤0.01%	2331

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jefferies Group's UFPI Position: Q1 2022 in Review

Jefferies Group sold out of UFP Industries (UFPI) in Q1 2022, closing a stake of 2,700 shares — an estimated $248K sold.

Jefferies Group first reported a position in UFPI in Q2 2015 and held it in 9 quarters. The position peaked at $677K in Q3 2017. 336 funds tracked by Wall St. Rank hold UFPI as of Q1 2022.

Jefferies Group reported no remaining UFP Industries position as of Q1 2022 after selling out during the quarter.
Jefferies Group sold 2,700 UFP Industries shares in Q1 2022, an estimated $248K.
Jefferies Group first reported a position in UFP Industries in Q2 2015 and held it in 9 quarters.
Jefferies Group's UFP Industries position peaked at $677K in Q3 2017.
336 funds tracked by Wall St. Rank held UFP Industries as of Q1 2022.

Based on Jefferies Group's 13F filing for Q1 2022, filed 16 May 2022.