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Lindbrook Capital’s UFP Industries UFPI Stock Holding History

Lindbrook Capital’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 		$68.2K Buy
637
+589
+1,227% +$65.7K 0.01% 846
2024
Q4 		$5.41K Sell
48
-1
-2% -$129 ﹤0.01% 1948
2024
Q3 		$6.43K Sell
49
-17
-26% -$2.05K ﹤0.01% 1902
2024
Q2 		$7.39K Buy
66
+33
+100% +$3.83K ﹤0.01% 1799
2024
Q1 		$4.06K Sell
33
-1
-3% -$116 ﹤0.01% 1988
2023
Q4 		$4.27K Sell
34
-15
-31% -$1.62K ﹤0.01% 1967
2023
Q3 		$5.02K Buy
49
+18
+58% +$1.82K ﹤0.01% 1771
2023
Q2 		$3.01K Buy
31
+4
+15% +$334 ﹤0.01% 2000
2023
Q1 		$2.15K Buy
27
+15
+125% +$1.28K ﹤0.01% 2215
2022
Q4 		$951 Sell
12
-19
-61% -$1.45K ﹤0.01% 2478
2022
Q3 		$2K Buy
31
+13
+72% +$1.03K ﹤0.01% 2160
2022
Q2 		$1K Buy
18
+8
+80% +$603 ﹤0.01% 2387
2022
Q1 		$1K Buy
+10
New +$834 ﹤0.01% 2378

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
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 $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Lindbrook Capital's UFPI Position: Q1 2025 in Review

Lindbrook Capital increased its UFP Industries (UFPI) stake by 1,227% in Q1 2025, buying an estimated $65.7K and bringing the position to 637 shares worth $68.2K. The position accounts for 0.01% of the portfolio, ranked #846.

Lindbrook Capital first reported a position in UFPI in Q1 2022 and has held it in 13 quarters since. 436 funds tracked by Wall St. Rank hold UFPI as of Q1 2025.

  • Lindbrook Capital held 637 shares of UFP Industries worth $68.2K as of Q1 2025.
  • Lindbrook Capital bought 589 UFP Industries shares in Q1 2025, an estimated $65.7K.
  • UFP Industries made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #846 holding.
  • Lindbrook Capital first reported a position in UFP Industries in Q1 2022 and has held it in 13 quarters since.
  • 436 funds tracked by Wall St. Rank held UFP Industries as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.