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Magnus Financial Group’s UFP Industries UFPI Stock Holding History

Magnus Financial Group’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
Q1 		– Sell
-3,941
Closed -$219K – 354
2020
Q4 		$219K Hold
3,941
– – 0.02% 284
2020
Q3 		$223K Sell
3,941
-4,316
-52% -$243K 0.03% 242
2020
Q2 		$409K Buy
8,257
+529
+7% +$22.5K 0.05% 212
2020
Q1 		$287K Buy
7,728
+622
+9% +$28.6K 0.04% 292
2019
Q4 		$339K Hold
7,106
– – 0.05% 252
2019
Q3 		$283K Hold
7,106
– – 0.05% 278
2019
Q2 		$270K Hold
7,106
– – 0.05% 308
2019
Q1 		$212K Buy
+7,106
New +$213K 0.04% 412

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Magnus Financial Group's UFPI Position: Q1 2021 in Review

Magnus Financial Group sold out of UFP Industries (UFPI) in Q1 2021, closing a stake of 3,941 shares — an estimated $219K sold.

Magnus Financial Group first reported a position in UFPI in Q1 2019 and held it in 8 quarters. The position peaked at $409K in Q2 2020. 276 funds tracked by Wall St. Rank hold UFPI as of Q1 2021.

  • Magnus Financial Group reported no remaining UFP Industries position as of Q1 2021 after selling out during the quarter.
  • Magnus Financial Group sold 3,941 UFP Industries shares in Q1 2021, an estimated $219K.
  • Magnus Financial Group first reported a position in UFP Industries in Q1 2019 and held it in 8 quarters.
  • Magnus Financial Group's UFP Industries position peaked at $409K in Q2 2020.
  • 276 funds tracked by Wall St. Rank held UFP Industries as of Q1 2021.

Based on Magnus Financial Group's 13F filing for Q1 2021, filed 5 May 2021.