Lindbrook Capital’s UFP Technologies UFPT Stock Holding History

Lindbrook Capital’s Portfolio UFPT Stock Details UFPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.61K	Buy	8 +3	+60%	+$726	﹤0.01%	2344
2024 Q4	$1.22K	Sell	5 -10	-67%	-$2.91K	﹤0.01%	2443
2024 Q3	$4.75K	Buy	15 +4	+36%	+$1.27K	﹤0.01%	2032
2024 Q2	$2.9K	Buy	11 +8	+267%	+$1.98K	﹤0.01%	2229
2024 Q1	$757	Hold	3	–	–	﹤0.01%	2467
2023 Q4	$516	Sell	3 -1	-25%	-$162	﹤0.01%	2574
2023 Q3	$646	Buy	4 +1	+33%	+$175	﹤0.01%	2467
2023 Q2	$582	Hold	3	–	–	﹤0.01%	2478
2023 Q1	$390	Buy	+3	New	+$349	﹤0.01%	2647
2022 Q4	–	Sell	-4	Closed	–	–	3015
2022 Q3	$0	Buy	+4	New	+$350	﹤0.01%	2915

Other funds holding UFPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

Lindbrook Capital's UFPT Position: Q1 2025 in Review

Lindbrook Capital increased its UFP Technologies (UFPT) stake by 60% in Q1 2025, buying an estimated $726 and bringing the position to 8 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

Lindbrook Capital first reported a position in UFPT in Q3 2022 and has held it in 10 quarters since. The position peaked at $4.75K in Q3 2024. 283 funds tracked by Wall St. Rank hold UFPT as of Q1 2025.

Lindbrook Capital held 8 shares of UFP Technologies worth $1.61K as of Q1 2025.
Lindbrook Capital bought 3 UFP Technologies shares in Q1 2025, an estimated $726.
UFP Technologies made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2344 holding.
Lindbrook Capital first reported a position in UFP Technologies in Q3 2022 and has held it in 10 quarters since.
Lindbrook Capital's UFP Technologies position peaked at $4.75K in Q3 2024.
283 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2025.

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