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JLB & Associates’s UFP Industries UFPI Stock Holding History

JLB & Associates’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
Q4 		– Sell
-5,410
Closed -$506K – 75
2025
Q3 		$506K Sell
5,410
-433
-7% -$43.7K 0.07% 65
2025
Q2 		$581K Sell
5,843
-782
-12% -$78.9K 0.08% 66
2025
Q1 		$709K Buy
6,625
+70
+1% +$7.81K 0.1% 66
2024
Q4 		$738K Buy
6,555
+5
+0.1% +$644 0.1% 68
2024
Q3 		$859K Buy
6,550
+195
+3% +$23.5K 0.11% 68
2024
Q2 		$712K Sell
6,355
-104
-2% -$12.1K 0.1% 72
2024
Q1 		$795K Buy
6,459
+1,888
+41% +$219K 0.11% 70
2023
Q4 		$574K Buy
4,571
+1,460
+47% +$158K 0.08% 70
2023
Q3 		$319K Buy
+3,111
New +$314K 0.05% 74

Other funds holding UFPI

BlackRock
BlackRock New York $5.7T 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return