JIM
UFPI icon

Jupiter Investment Management’s UFP Industries UFPI Stock Holding History

Jupiter Investment Management’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
2017
Q2 		– Sell
-23,820
Closed -$782K – 483
2017
Q1 		$782K Sell
23,820
-25,218
-51% -$842K 0.01% 252
2016
Q4 		$1.67M Buy
+49,038
New +$1.6M 0.03% 197

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jupiter Investment Management's UFPI Position: Q2 2017 in Review

Jupiter Investment Management sold out of UFP Industries (UFPI) in Q2 2017, closing a stake of 23,820 shares — an estimated $782K sold.

Jupiter Investment Management first reported a position in UFPI in Q4 2016 and held it in 2 quarters. The position peaked at $1.67M in Q4 2016. 197 funds tracked by Wall St. Rank hold UFPI as of Q2 2017.

  • Jupiter Investment Management reported no remaining UFP Industries position as of Q2 2017 after selling out during the quarter.
  • Jupiter Investment Management sold 23,820 UFP Industries shares in Q2 2017, an estimated $782K.
  • Jupiter Investment Management first reported a position in UFP Industries in Q4 2016 and held it in 2 quarters.
  • Jupiter Investment Management's UFP Industries position peaked at $1.67M in Q4 2016.
  • 197 funds tracked by Wall St. Rank held UFP Industries as of Q2 2017.

Based on Jupiter Investment Management's 13F filing for Q2 2017, filed 10 Aug 2017.