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JOYN Advisors’s UFP Industries UFPI Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-993
Closed -$26K – 1329
2018
Q4 		$26K Sell
993
-556
-36% -$16K 0.01% 567
2018
Q3 		$55K Sell
1,549
-77
-5% -$2.84K 0.01% 370
2018
Q2 		$60K Sell
1,626
-1,206
-43% -$42.2K 0.01% 349
2018
Q1 		$92K Buy
+2,832
New +$100K 0.02% 297

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

JOYN Advisors's UFPI Position: Q1 2019 in Review

JOYN Advisors sold out of UFP Industries (UFPI) in Q1 2019, closing a stake of 993 shares — an estimated $26K sold.

JOYN Advisors first reported a position in UFPI in Q1 2018 and held it in 4 quarters. The position peaked at $92K in Q1 2018. 213 funds tracked by Wall St. Rank hold UFPI as of Q1 2019.

  • JOYN Advisors reported no remaining UFP Industries position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 993 UFP Industries shares in Q1 2019, an estimated $26K.
  • JOYN Advisors first reported a position in UFP Industries in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's UFP Industries position peaked at $92K in Q1 2018.
  • 213 funds tracked by Wall St. Rank held UFP Industries as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.