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Mackay Shields LLC’s UFP Industries UFPI Stock Holding History

Mackay Shields LLC’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
Q2 		– Sell
-51,100
Closed -$3.88M – 1297
2021
Q1 		$3.88M Sell
51,100
-28,400
-36% -$1.78M 0.03% 542
2020
Q4 		$4.42M Buy
79,500
+6,400
+9% +$351K 0.03% 529
2020
Q3 		$4.13M Sell
73,100
-8,700
-11% -$491K 0.03% 491
2020
Q2 		$4.05M Sell
81,800
-1,200
-1% -$51.1K 0.03% 472
2020
Q1 		$3.09M Sell
83,000
-9,800
-11% -$450K 0.03% 496
2019
Q4 		$4.43M Sell
92,800
-16,700
-15% -$787K 0.03% 514
2019
Q3 		$4.37M Buy
+109,500
New +$4.26M 0.03% 557

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Mackay Shields LLC's UFPI Position: Q2 2021 in Review

Mackay Shields LLC sold out of UFP Industries (UFPI) in Q2 2021, closing a stake of 51,100 shares — an estimated $3.88M sold.

Mackay Shields LLC first reported a position in UFPI in Q3 2019 and held it in 7 quarters. The position peaked at $4.43M in Q4 2019. 290 funds tracked by Wall St. Rank hold UFPI as of Q2 2021.

  • Mackay Shields LLC reported no remaining UFP Industries position as of Q2 2021 after selling out during the quarter.
  • Mackay Shields LLC sold 51,100 UFP Industries shares in Q2 2021, an estimated $3.88M.
  • Mackay Shields LLC first reported a position in UFP Industries in Q3 2019 and held it in 7 quarters.
  • Mackay Shields LLC's UFP Industries position peaked at $4.43M in Q4 2019.
  • 290 funds tracked by Wall St. Rank held UFP Industries as of Q2 2021.

Based on Mackay Shields LLC's 13F filing for Q2 2021, filed 13 Aug 2021.