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Ladenburg Thalmann Financial Services’s UFP Industries UFPI Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$901K Sell
18,871
-7,646
-29% -$360K 0.01% 1352
2019
Q3 		$1.06M Sell
26,517
-453
-2% -$17.6K 0.01% 1213
2019
Q2 		$1.03M Buy
26,970
+8
+0% +$277 0.01% 1219
2019
Q1 		$806K Sell
26,962
-457
-2% -$13.7K 0.01% 1321
2018
Q4 		$712K Buy
27,419
+91
+0.3% +$2.62K 0.01% 1272
2018
Q3 		$966K Sell
27,328
-782
-3% -$28.8K 0.01% 1136
2018
Q2 		$912K Hold
28,110
– – 0.01% 1126
2018
Q1 		$912K Buy
28,110
+222
+0.8% +$7.88K 0.01% 1126
2017
Q4 		$1.05M Buy
27,888
+24,303
+678% +$893K 0.01% 1042
2017
Q3 		$117K Buy
3,585
+2,859
+394% +$82.5K ﹤0.01% 2497
2017
Q2 		$21K Sell
726
-1,380
-66% -$41.9K ﹤0.01% 3590
2017
Q1 		$69K Sell
2,106
-1,443
-41% -$48.2K ﹤0.01% 2661
2016
Q4 		$119K Sell
3,549
-264
-7% -$8.6K ﹤0.01% 2188
2016
Q3 		$125K Buy
3,813
+1,020
+37% +$35.4K ﹤0.01% 2085
2016
Q2 		$86K Sell
2,793
-291
-9% -$8.19K ﹤0.01% 2259
2016
Q1 		$88K Buy
3,084
+1,050
+52% +$25K ﹤0.01% 2159
2015
Q4 		$46K Buy
2,034
+603
+42% +$14.3K ﹤0.01% 2617
2015
Q3 		$28K Hold
1,431
– – ﹤0.01% 2884
2015
Q2 		$25K Hold
1,431
– – ﹤0.01% 3095
2015
Q1 		$26K Buy
+1,431
New +$24.9K ﹤0.01% 3027
2014
Q3 		– Sell
-1,200
Closed -$19K – 4050
2014
Q2 		$19K Buy
+1,200
New +$20.2K ﹤0.01% 2708
2013
Q4 		– Sell
-489
Closed -$7K – 3850
2013
Q3 		$7K Hold
489
– – ﹤0.01% 3043
2013
Q2 		$6K Buy
+489
New +$6.37K ﹤0.01% 2984

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UFPI Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its UFP Industries (UFPI) stake by 29% in Q4 2019, selling an estimated $360K and leaving 18,871 shares worth $901K. The position accounts for 0.01% of the portfolio, ranked #1352.

Ladenburg Thalmann Financial Services first reported a position in UFPI in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.06M in Q3 2019. 271 funds tracked by Wall St. Rank hold UFPI as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 18,871 shares of UFP Industries worth $901K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 7,646 UFP Industries shares in Q4 2019, an estimated $360K.
  • UFP Industries made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1352 holding.
  • Ladenburg Thalmann Financial Services first reported a position in UFP Industries in Q2 2013 and has held it in 23 quarters since.
  • Ladenburg Thalmann Financial Services's UFP Industries position peaked at $1.06M in Q3 2019.
  • 271 funds tracked by Wall St. Rank held UFP Industries as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.