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LGT Financial Advisors’s UFP Industries UFPI Stock Holding History

LGT 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
2025
Q1 		– Sell
-47
Closed -$5.29K – 701
2024
Q4 		$5.29K Sell
47
-7
-13% -$902 0.01% 538
2024
Q3 		$7.08K Hold
54
– – 0.02% 471
2024
Q2 		$6.05K Hold
54
– – 0.01% 561
2024
Q1 		$6.64K Hold
54
– – 0.01% 563
2023
Q4 		$6.78K Hold
54
– – 0.01% 561
2023
Q3 		$5.53K Buy
+54
New +$5.46K 0.01% 594

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
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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

LGT Financial Advisors's UFPI Position: Q1 2025 in Review

LGT Financial Advisors sold out of UFP Industries (UFPI) in Q1 2025, closing a stake of 47 shares — an estimated $5.29K sold.

LGT Financial Advisors first reported a position in UFPI in Q3 2023 and held it in 6 quarters. The position peaked at $7.08K in Q3 2024. 436 funds tracked by Wall St. Rank hold UFPI as of Q1 2025.

  • LGT Financial Advisors reported no remaining UFP Industries position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 47 UFP Industries shares in Q1 2025, an estimated $5.29K.
  • LGT Financial Advisors first reported a position in UFP Industries in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's UFP Industries position peaked at $7.08K in Q3 2024.
  • 436 funds tracked by Wall St. Rank held UFP Industries as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.