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Lucus Advisors’s UFP Industries UFPI Stock Holding History

Lucus 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
2016
Q4 		– Sell
-11,880
Closed -$390K – 169
2016
Q3 		$390K Buy
11,880
+288
+2% +$9.99K 0.34% 179
2016
Q2 		$358K Buy
+11,592
New +$326K 0.29% 22

Other funds holding UFPI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lucus Advisors's UFPI Position: Q4 2016 in Review

Lucus Advisors sold out of UFP Industries (UFPI) in Q4 2016, closing a stake of 11,880 shares — an estimated $390K sold.

Lucus Advisors first reported a position in UFPI in Q2 2016 and held it in 2 quarters. The position peaked at $390K in Q3 2016. 208 funds tracked by Wall St. Rank hold UFPI as of Q4 2016.

  • Lucus Advisors reported no remaining UFP Industries position as of Q4 2016 after selling out during the quarter.
  • Lucus Advisors sold 11,880 UFP Industries shares in Q4 2016, an estimated $390K.
  • Lucus Advisors first reported a position in UFP Industries in Q2 2016 and held it in 2 quarters.
  • Lucus Advisors's UFP Industries position peaked at $390K in Q3 2016.
  • 208 funds tracked by Wall St. Rank held UFP Industries as of Q4 2016.

Based on Lucus Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.