Lee Financial’s UFP Industries UFPI Stock Holding History

Lee Financial’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 Q1	–	Sell	-36	Closed	-$4.52K	–	776
2023 Q4	$4.52K	Buy	+36	New	+$3.89K	﹤0.01%	566

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lee Financial's UFPI Position: Q1 2024 in Review

Lee Financial sold out of UFP Industries (UFPI) in Q1 2024, closing a stake of 36 shares — an estimated $4.52K sold.

Lee Financial first reported a position in UFPI in Q4 2023 and held it in 1 quarter. The position peaked at $4.52K in Q4 2023. 426 funds tracked by Wall St. Rank hold UFPI as of Q1 2024.

Lee Financial reported no remaining UFP Industries position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 36 UFP Industries shares in Q1 2024, an estimated $4.52K.
Lee Financial first reported a position in UFP Industries in Q4 2023 and held it in 1 quarter.
Lee Financial's UFP Industries position peaked at $4.52K in Q4 2023.
426 funds tracked by Wall St. Rank held UFP Industries as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.