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KLR Investment Advisors’s UFP Technologies UFPT Stock Holding History

KLR Investment Advisors’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$291K Buy
+1,368
New +$260K 0.21% 143

Other funds holding UFPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KLR Investment Advisors's UFPT Position: Q1 2024 in Review

KLR Investment Advisors opened a new position in UFP Technologies (UFPT) in Q1 2024: 1,368 shares worth $291K. The stake represents 0.21% of the portfolio and ranks #143 among its holdings.

220 funds tracked by Wall St. Rank hold UFPT as of Q1 2024.

  • KLR Investment Advisors held 1,368 shares of UFP Technologies worth $291K as of Q1 2024.
  • UFP Technologies was a new KLR Investment Advisors position in Q1 2024.
  • UFP Technologies made up 0.21% of KLR Investment Advisors's portfolio in Q1 2024, its #143 holding.
  • 220 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.