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Kula Investments’s UFP Industries UFPI Stock Holding History

Kula Investments’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
2023
Q1 		$1.14M Buy
+14,344
New +$1.23M 0.28% 96

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kula Investments's UFPI Position: Q1 2023 in Review

Kula Investments opened a new position in UFP Industries (UFPI) in Q1 2023: 14,344 shares worth $1.14M. The stake represents 0.28% of the portfolio and ranks #96 among its holdings.

364 funds tracked by Wall St. Rank hold UFPI as of Q1 2023.

  • Kula Investments held 14,344 shares of UFP Industries worth $1.14M as of Q1 2023.
  • UFP Industries was a new Kula Investments position in Q1 2023.
  • UFP Industries made up 0.28% of Kula Investments's portfolio in Q1 2023, its #96 holding.
  • 364 funds tracked by Wall St. Rank held UFP Industries as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.