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LS Investment Advisors’s UFP Industries UFPI Stock Holding History

LS Investment 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
2020
Q4 		– Sell
-4,451
Closed -$252K – 896
2020
Q3 		$252K Sell
4,451
-242
-5% -$13.7K 0.01% 638
2020
Q2 		$232K Buy
4,693
+142
+3% +$6.04K 0.01% 664
2020
Q1 		$169K Hold
4,551
– – 0.01% 696
2019
Q4 		$217K Buy
4,551
+2,808
+161% +$132K 0.01% 765
2019
Q3 		$70K Hold
1,743
– – ﹤0.01% 1197
2019
Q2 		$66K Sell
1,743
-107
-6% -$3.71K ﹤0.01% 1224
2019
Q1 		$55K Hold
1,850
– – ﹤0.01% 1276
2018
Q4 		$48K Hold
1,850
– – ﹤0.01% 1282
2018
Q3 		$65K Hold
1,850
– – ﹤0.01% 1248
2018
Q2 		$68K Hold
1,850
– – ﹤0.01% 1229
2018
Q1 		$60K Hold
1,850
– – ﹤0.01% 1239
2017
Q4 		$70K Sell
1,850
-412
-18% -$15.1K ﹤0.01% 1221
2017
Q3 		$74K Hold
2,262
– – ﹤0.01% 1235
2017
Q2 		$66K Hold
2,262
– – ﹤0.01% 1271
2017
Q1 		$74K Sell
2,262
-120
-5% -$4.01K ﹤0.01% 1222
2016
Q4 		$81K Buy
2,382
+102
+4% +$3.32K 0.01% 1114
2016
Q3 		$75K Buy
2,280
+75
+3% +$2.6K 0.01% 1093
2016
Q2 		$68K Buy
2,205
+87
+4% +$2.45K ﹤0.01% 1097
2016
Q1 		$61K Buy
2,118
+81
+4% +$1.93K ﹤0.01% 1086
2015
Q4 		$46K Hold
2,037
– – ﹤0.01% 1188
2015
Q3 		$39K Hold
2,037
– – ﹤0.01% 1252
2015
Q2 		$35K Buy
+2,037
New +$37.3K ﹤0.01% 1335

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
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 $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

LS Investment Advisors's UFPI Position: Q4 2020 in Review

LS Investment Advisors sold out of UFP Industries (UFPI) in Q4 2020, closing a stake of 4,451 shares — an estimated $252K sold.

LS Investment Advisors first reported a position in UFPI in Q2 2015 and held it in 22 quarters. The position peaked at $252K in Q3 2020. 269 funds tracked by Wall St. Rank hold UFPI as of Q4 2020.

  • LS Investment Advisors reported no remaining UFP Industries position as of Q4 2020 after selling out during the quarter.
  • LS Investment Advisors sold 4,451 UFP Industries shares in Q4 2020, an estimated $252K.
  • LS Investment Advisors first reported a position in UFP Industries in Q2 2015 and held it in 22 quarters.
  • LS Investment Advisors's UFP Industries position peaked at $252K in Q3 2020.
  • 269 funds tracked by Wall St. Rank held UFP Industries as of Q4 2020.

Based on LS Investment Advisors's 13F filing for Q4 2020, filed 10 Feb 2021.