Mercer Global Advisors’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.65M | Buy |
39,634
+1,509
| +4% | +$153K | 0.01% | 904 |
|
|
2025
Q4 | $3.47M | Buy |
38,125
+821
| +2% | +$75.2K | 0.01% | 857 |
|
|
2025
Q3 | $3.49M | Buy |
37,304
+4,198
| +13% | +$424K | 0.01% | 797 |
|
|
2025
Q2 | $3.29M | Sell |
33,106
-172
| -0.5% | -$17.4K | 0.01% | 708 |
|
|
2025
Q1 | $3.56M | Buy |
33,278
+1,687
| +5% | +$188K | 0.01% | 640 |
|
|
2024
Q4 | $3.56M | Sell |
31,591
-2,603
| -8% | -$335K | 0.01% | 643 |
|
|
2024
Q3 | $4.48M | Buy |
34,194
+760
| +2% | +$91.8K | 0.01% | 524 |
|
|
2024
Q2 | $3.74M | Sell |
33,434
-8,469
| -20% | -$984K | 0.01% | 530 |
|
|
2024
Q1 | $5.16M | Buy |
41,903
+1,329
| +3% | +$154K | 0.01% | 454 |
|
|
2023
Q4 | $5.09M | Buy |
40,574
+2,344
| +6% | +$253K | 0.02% | 467 |
|
|
2023
Q3 | $3.92M | Buy |
38,230
+7,076
| +23% | +$715K | 0.01% | 502 |
|
|
2023
Q2 | $3.02M | Buy |
31,154
+2,708
| +10% | +$226K | 0.01% | 596 |
|
|
2023
Q1 | $2.26M | Buy |
28,446
+1,355
| +5% | +$116K | 0.01% | 646 |
|
|
2022
Q4 | $2.15M | Buy |
27,091
+1,879
| +7% | +$144K | 0.01% | 675 |
|
|
2022
Q3 | $1.82M | Buy |
25,212
+605
| +2% | +$48.1K | 0.01% | 646 |
|
|
2022
Q2 | $1.68M | Buy |
24,607
+1,625
| +7% | +$122K | 0.01% | 660 |
|
|
2022
Q1 | $1.77M | Buy |
22,982
+3,264
| +17% | +$272K | 0.01% | 681 |
|
|
2021
Q4 | $1.81M | Buy |
19,718
+1,663
| +9% | +$140K | 0.01% | 656 |
|
|
2021
Q3 | $1.23M | Buy |
18,055
+1,085
| +6% | +$78.8K | 0.01% | 779 |
|
|
2021
Q2 | $1.26M | Buy |
16,970
+1,864
| +12% | +$147K | 0.01% | 740 |
|
|
2021
Q1 | $1.15M | Buy |
15,106
+1,045
| +7% | +$65.4K | 0.01% | 734 |
|
|
2020
Q4 | $781K | Buy |
14,061
+921
| +7% | +$50.5K | 0.01% | 697 |
|
|
2020
Q3 | $743K | Buy |
13,140
+5,273
| +67% | +$297K | 0.01% | 646 |
|
|
2020
Q2 | $390K | Buy |
+7,867
| New | +$335K | 0.01% | 766 |
|
Other funds holding UFPI
VPM
VCM
WA
