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Meridian Wealth Management’s UFP Industries UFPI Stock Holding History

Meridian Wealth Management’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
2022
Q3 		– Sell
-33,376
Closed -$2.27M – 565
2022
Q2 		$2.27M Buy
+33,376
New +$2.52M 0.19% 137

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Meridian Wealth Management's UFPI Position: Q3 2022 in Review

Meridian Wealth Management sold out of UFP Industries (UFPI) in Q3 2022, closing a stake of 33,376 shares — an estimated $2.27M sold.

Meridian Wealth Management first reported a position in UFPI in Q2 2022 and held it in 1 quarter. The position peaked at $2.27M in Q2 2022. 338 funds tracked by Wall St. Rank hold UFPI as of Q3 2022.

  • Meridian Wealth Management reported no remaining UFP Industries position as of Q3 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 33,376 UFP Industries shares in Q3 2022, an estimated $2.27M.
  • Meridian Wealth Management first reported a position in UFP Industries in Q2 2022 and held it in 1 quarter.
  • Meridian Wealth Management's UFP Industries position peaked at $2.27M in Q2 2022.
  • 338 funds tracked by Wall St. Rank held UFP Industries as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.