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Johnson Financial Group Inc (Wisconsin)’s UFP Industries UFPI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		– Sell
-59
Closed -$6.82K – 957
2024
Q4 		$6.82K Sell
59
-16
-21% -$2.06K ﹤0.01% 687
2024
Q3 		$9.84K Buy
+75
New +$9.06K ﹤0.01% 684

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Johnson Financial Group Inc (Wisconsin)'s UFPI Position: Q1 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of UFP Industries (UFPI) in Q1 2025, closing a stake of 59 shares — an estimated $6.82K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in UFPI in Q3 2024 and held it in 2 quarters. The position peaked at $9.84K in Q3 2024. 436 funds tracked by Wall St. Rank hold UFPI as of Q1 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining UFP Industries position as of Q1 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 59 UFP Industries shares in Q1 2025, an estimated $6.82K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in UFP Industries in Q3 2024 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s UFP Industries position peaked at $9.84K in Q3 2024.
  • 436 funds tracked by Wall St. Rank held UFP Industries as of Q1 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2025, filed 15 May 2025.