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Lloyd Advisory Services’s UFP Technologies UFPT Stock Holding History

Lloyd Advisory Services’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
2023
Q4 		– Sell
-1,242
Closed -$201K – 323
2023
Q3 		$201K Buy
+1,242
New +$218K 0.07% 238

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WA
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Renaissance Technologies
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State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
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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

Lloyd Advisory Services's UFPT Position: Q4 2023 in Review

Lloyd Advisory Services sold out of UFP Technologies (UFPT) in Q4 2023, closing a stake of 1,242 shares — an estimated $201K sold.

Lloyd Advisory Services first reported a position in UFPT in Q3 2023 and held it in 1 quarter. The position peaked at $201K in Q3 2023. 209 funds tracked by Wall St. Rank hold UFPT as of Q4 2023.

  • Lloyd Advisory Services reported no remaining UFP Technologies position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 1,242 UFP Technologies shares in Q4 2023, an estimated $201K.
  • Lloyd Advisory Services first reported a position in UFP Technologies in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's UFP Technologies position peaked at $201K in Q3 2023.
  • 209 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.