Level Four Advisory Services’s UFP Industries UFPI Stock Holding History

Level Four Advisory 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
2023 Q3	–	Sell	-2,600	Closed	-$252K	–	856
2023 Q2	$252K	Hold	2,600	–	–	0.02%	668
2023 Q1	$207K	Buy	+2,600	New	+$222K	0.01%	692

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Level Four Advisory Services's UFPI Position: Q3 2023 in Review

Level Four Advisory Services sold out of UFP Industries (UFPI) in Q3 2023, closing a stake of 2,600 shares — an estimated $252K sold.

Level Four Advisory Services first reported a position in UFPI in Q1 2023 and held it in 2 quarters. The position peaked at $252K in Q2 2023. 362 funds tracked by Wall St. Rank hold UFPI as of Q3 2023.

Level Four Advisory Services reported no remaining UFP Industries position as of Q3 2023 after selling out during the quarter.
Level Four Advisory Services sold 2,600 UFP Industries shares in Q3 2023, an estimated $252K.
Level Four Advisory Services first reported a position in UFP Industries in Q1 2023 and held it in 2 quarters.
Level Four Advisory Services's UFP Industries position peaked at $252K in Q2 2023.
362 funds tracked by Wall St. Rank held UFP Industries as of Q3 2023.

Based on Level Four Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.