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Koss-Olinger Consulting’s UFP Technologies UFPT Stock Holding History

Koss-Olinger Consulting’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
2022
Q1 		– Sell
-3,105
Closed -$218K – 233
2021
Q4 		$218K Sell
3,105
-179
-5% -$11.9K 0.03% 175
2021
Q3 		$202K Buy
+3,284
New +$207K 0.03% 207

Other funds holding UFPT

Thrivent Financial for Lutherans
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Koss-Olinger Consulting's UFPT Position: Q1 2022 in Review

Koss-Olinger Consulting sold out of UFP Technologies (UFPT) in Q1 2022, closing a stake of 3,105 shares — an estimated $218K sold.

Koss-Olinger Consulting first reported a position in UFPT in Q3 2021 and held it in 2 quarters. The position peaked at $218K in Q4 2021. 96 funds tracked by Wall St. Rank hold UFPT as of Q1 2022.

  • Koss-Olinger Consulting reported no remaining UFP Technologies position as of Q1 2022 after selling out during the quarter.
  • Koss-Olinger Consulting sold 3,105 UFP Technologies shares in Q1 2022, an estimated $218K.
  • Koss-Olinger Consulting first reported a position in UFP Technologies in Q3 2021 and held it in 2 quarters.
  • Koss-Olinger Consulting's UFP Technologies position peaked at $218K in Q4 2021.
  • 96 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2022.

Based on Koss-Olinger Consulting's 13F filing for Q1 2022, filed 6 May 2022.