Measured Wealth Private Client Group’s UFP Industries UFPI Stock Holding History

Measured Wealth Private Client 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
2024 Q4	–	Sell	-2,610	Closed	-$342K	–	196
2024 Q3	$342K	Sell	2,610 -250	-9%	-$30.2K	0.11%	119
2024 Q2	$320K	Sell	2,860 -1,531	-35%	-$178K	0.11%	144
2024 Q1	$540K	Buy	4,391 +280	+7%	+$32.5K	0.19%	85
2023 Q4	$516K	Sell	4,111 -85	-2%	-$9.18K	0.19%	87
2023 Q3	$430K	Sell	4,196 -171	-4%	-$17.3K	0.17%	97
2023 Q2	$424K	Buy	4,367 +732	+20%	+$61.1K	0.16%	108
2023 Q1	$289K	Buy	+3,635	New	+$311K	0.11%	140

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Measured Wealth Private Client Group's UFPI Position: Q4 2024 in Review

Measured Wealth Private Client Group sold out of UFP Industries (UFPI) in Q4 2024, closing a stake of 2,610 shares — an estimated $342K sold.

Measured Wealth Private Client Group first reported a position in UFPI in Q1 2023 and held it in 7 quarters. The position peaked at $540K in Q1 2024. 439 funds tracked by Wall St. Rank hold UFPI as of Q4 2024.

Measured Wealth Private Client Group reported no remaining UFP Industries position as of Q4 2024 after selling out during the quarter.
Measured Wealth Private Client Group sold 2,610 UFP Industries shares in Q4 2024, an estimated $342K.
Measured Wealth Private Client Group first reported a position in UFP Industries in Q1 2023 and held it in 7 quarters.
Measured Wealth Private Client Group's UFP Industries position peaked at $540K in Q1 2024.
439 funds tracked by Wall St. Rank held UFP Industries as of Q4 2024.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2024, filed 27 Jan 2025.