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Loring Wolcott & Coolidge Fiduciary Advisors’s UFP Industries UFPI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-38
Closed -$3K – 935
2021
Q2 		$3K Buy
+38
New +$3K ﹤0.01% 821

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's UFPI Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of UFP Industries (UFPI) in Q3 2021, closing a stake of 38 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UFPI in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 288 funds tracked by Wall St. Rank hold UFPI as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining UFP Industries position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 38 UFP Industries shares in Q3 2021, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UFP Industries in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's UFP Industries position peaked at $3K in Q2 2021.
  • 288 funds tracked by Wall St. Rank held UFP Industries as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.