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Mendota Financial Group’s UFP Technologies UFPT Stock Holding History

Mendota Financial Group’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed -$317 – 1119
2024
Q3 		$317 Buy
+1
New +$319 ﹤0.01% 475

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WA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mendota Financial Group's UFPT Position: Q4 2024 in Review

Mendota Financial Group sold out of UFP Technologies (UFPT) in Q4 2024, closing a stake of 1 share — an estimated $317 sold.

Mendota Financial Group first reported a position in UFPT in Q3 2024 and held it in 1 quarter. The position peaked at $317 in Q3 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q4 2024.

  • Mendota Financial Group reported no remaining UFP Technologies position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 1 UFP Technologies share in Q4 2024, an estimated $317.
  • Mendota Financial Group first reported a position in UFP Technologies in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's UFP Technologies position peaked at $317 in Q3 2024.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.