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Keeley-Teton Advisors’s UFP Industries UFPI Stock Holding History

Keeley-Teton 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
2025
Q1 		– Sell
-2,100
Closed -$237K – 375
2024
Q4 		$237K Hold
2,100
– – 0.03% 355
2024
Q3 		$276K Buy
+2,100
New +$254K 0.03% 353

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

Keeley-Teton Advisors's UFPI Position: Q1 2025 in Review

Keeley-Teton Advisors sold out of UFP Industries (UFPI) in Q1 2025, closing a stake of 2,100 shares — an estimated $237K sold.

Keeley-Teton Advisors first reported a position in UFPI in Q3 2024 and held it in 2 quarters. The position peaked at $276K in Q3 2024. 436 funds tracked by Wall St. Rank hold UFPI as of Q1 2025.

  • Keeley-Teton Advisors reported no remaining UFP Industries position as of Q1 2025 after selling out during the quarter.
  • Keeley-Teton Advisors sold 2,100 UFP Industries shares in Q1 2025, an estimated $237K.
  • Keeley-Teton Advisors first reported a position in UFP Industries in Q3 2024 and held it in 2 quarters.
  • Keeley-Teton Advisors's UFP Industries position peaked at $276K in Q3 2024.
  • 436 funds tracked by Wall St. Rank held UFP Industries as of Q1 2025.

Based on Keeley-Teton Advisors's 13F filing for Q1 2025, filed 14 May 2025.