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Kapitalo Investimentos’s UFP Industries UFPI Stock Holding History

Kapitalo Investimentos’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
-543
Closed -$61.2K – 310
2024
Q4 		$61.2K Buy
+543
New +$70K 0.04% 197
2024
Q3 		– Sell
-2,067
Closed -$232K – 227
2024
Q2 		$232K Sell
2,067
-1,328
-39% -$154K 0.07% 125
2024
Q1 		$418K Buy
3,395
+223
+7% +$25.9K 0.09% 107
2023
Q4 		$398K Buy
3,172
+611
+24% +$66K 0.08% 135
2023
Q3 		$262K Buy
+2,561
New +$259K 0.04% 221
2023
Q2 		– Sell
-1,121
Closed -$89.1K – 702
2023
Q1 		$89.1K Buy
+1,121
New +$95.9K 0.03% 357

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

Kapitalo Investimentos's UFPI Position: Q1 2025 in Review

Kapitalo Investimentos sold out of UFP Industries (UFPI) in Q1 2025, closing a stake of 543 shares — an estimated $61.2K sold.

Kapitalo Investimentos first reported a position in UFPI in Q1 2023 and held it in 6 quarters. The position peaked at $418K in Q1 2024. 436 funds tracked by Wall St. Rank hold UFPI as of Q1 2025.

  • Kapitalo Investimentos reported no remaining UFP Industries position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 543 UFP Industries shares in Q1 2025, an estimated $61.2K.
  • Kapitalo Investimentos first reported a position in UFP Industries in Q1 2023 and held it in 6 quarters.
  • Kapitalo Investimentos's UFP Industries position peaked at $418K in Q1 2024.
  • 436 funds tracked by Wall St. Rank held UFP Industries as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.