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Marino Stram & Associates’s UFP Industries UFPI Stock Holding History

Marino Stram & Associates’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
2019
Q2 		– Sell
-78
Closed -$2K – 528
2019
Q1 		$2K Buy
78
+3
+4% +$90 ﹤0.01% 554
2018
Q4 		$2K Buy
+75
New +$2.15K ﹤0.01% 514

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Marino Stram & Associates's UFPI Position: Q2 2019 in Review

Marino Stram & Associates sold out of UFP Industries (UFPI) in Q2 2019, closing a stake of 78 shares — an estimated $2K sold.

Marino Stram & Associates first reported a position in UFPI in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 210 funds tracked by Wall St. Rank hold UFPI as of Q2 2019.

  • Marino Stram & Associates reported no remaining UFP Industries position as of Q2 2019 after selling out during the quarter.
  • Marino Stram & Associates sold 78 UFP Industries shares in Q2 2019, an estimated $2K.
  • Marino Stram & Associates first reported a position in UFP Industries in Q4 2018 and held it in 2 quarters.
  • Marino Stram & Associates's UFP Industries position peaked at $2K in Q1 2019.
  • 210 funds tracked by Wall St. Rank held UFP Industries as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.