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Legend Financial Advisors’s UFP Industries UFPI Stock Holding History

Legend Financial Advisors’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
2022
Q2 		– Sell
-9,888
Closed -$672K – 48
2022
Q1 		$672K Buy
9,888
+228
+2% +$19K 0.43% 25
2021
Q4 		$889K Sell
9,660
-228
-2% -$19.2K 0.62% 24
2021
Q3 		$672K Buy
9,888
+131
+1% +$9.52K 0.43% 25
2021
Q2 		$725K Buy
+9,757
New +$770K 0.47% 21
2021
Q1 		– Sell
-9,660
Closed -$537K – 29
2020
Q4 		$537K Buy
9,660
+522
+6% +$28.6K 0.44% 21
2020
Q3 		$516K Buy
+9,138
New +$515K 0.41% 22

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legend Financial Advisors's UFPI Position: Q2 2022 in Review

Legend Financial Advisors sold out of UFP Industries (UFPI) in Q2 2022, closing a stake of 9,888 shares — an estimated $672K sold.

Legend Financial Advisors first reported a position in UFPI in Q3 2020 and held it in 6 quarters. The position peaked at $889K in Q4 2021. 318 funds tracked by Wall St. Rank hold UFPI as of Q2 2022.

  • Legend Financial Advisors reported no remaining UFP Industries position as of Q2 2022 after selling out during the quarter.
  • Legend Financial Advisors sold 9,888 UFP Industries shares in Q2 2022, an estimated $672K.
  • Legend Financial Advisors first reported a position in UFP Industries in Q3 2020 and held it in 6 quarters.
  • Legend Financial Advisors's UFP Industries position peaked at $889K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held UFP Industries as of Q2 2022.

Based on Legend Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.