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Lake Street Advisors Group’s UFP Industries UFPI Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$268K Buy
2,379
+9
+0.4% +$1.16K 0.01% 485
2024
Q3 		$311K Buy
2,370
+2
+0.1% +$242 0.01% 444
2024
Q2 		$265K Hold
2,368
– – 0.01% 475
2024
Q1 		$291K Hold
2,368
– – 0.01% 467
2023
Q4 		$297K Buy
+2,368
New +$256K 0.01% 440

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Street Advisors Group's UFPI Position: Q4 2024 in Review

Lake Street Advisors Group increased its UFP Industries (UFPI) stake by 0.38% in Q4 2024, buying an estimated $1.16K and bringing the position to 2,379 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #485.

Lake Street Advisors Group first reported a position in UFPI in Q4 2023 and has held it in 5 quarters since. The position peaked at $311K in Q3 2024. 439 funds tracked by Wall St. Rank hold UFPI as of Q4 2024.

  • Lake Street Advisors Group held 2,379 shares of UFP Industries worth $268K as of Q4 2024.
  • Lake Street Advisors Group bought 9 UFP Industries shares in Q4 2024, an estimated $1.16K.
  • UFP Industries made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #485 holding.
  • Lake Street Advisors Group first reported a position in UFP Industries in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's UFP Industries position peaked at $311K in Q3 2024.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.