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Mark Sheptoff Financial Planning’s UFP Industries UFPI Stock Holding History

Mark Sheptoff Financial Planning’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
2018
Q4 		– Sell
-2,000
Closed -$71K – 361
2018
Q3 		$71K Buy
+2,000
New +$73.8K 0.05% 143

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
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mark Sheptoff Financial Planning's UFPI Position: Q4 2018 in Review

Mark Sheptoff Financial Planning sold out of UFP Industries (UFPI) in Q4 2018, closing a stake of 2,000 shares — an estimated $71K sold.

Mark Sheptoff Financial Planning first reported a position in UFPI in Q3 2018 and held it in 1 quarter. The position peaked at $71K in Q3 2018. 206 funds tracked by Wall St. Rank hold UFPI as of Q4 2018.

  • Mark Sheptoff Financial Planning reported no remaining UFP Industries position as of Q4 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 2,000 UFP Industries shares in Q4 2018, an estimated $71K.
  • Mark Sheptoff Financial Planning first reported a position in UFP Industries in Q3 2018 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's UFP Industries position peaked at $71K in Q3 2018.
  • 206 funds tracked by Wall St. Rank held UFP Industries as of Q4 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2018, filed 11 Feb 2019.