MBE
UFPI icon

Michael B. Elefante’s UFP Industries UFPI Stock Holding History

Michael B. Elefante’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
2014
Q4 		$162K Hold
9,150
– – 0.18% 82
2014
Q3 		$130K Hold
9,150
– – 0.06% 114
2014
Q2 		$147K Hold
9,150
– – 0.06% 121
2014
Q1 		$169K Buy
+9,150
New +$163K 0.07% 110
2013
Q3 		– Sell
-20,400
Closed -$271K – 109
2013
Q2 		$271K Buy
+20,400
New +$266K 0.15% 74

Other funds holding UFPI

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Michael B. Elefante's UFPI Position: Q4 2014 in Review

Michael B. Elefante held its UFP Industries (UFPI) position steady in Q4 2014 at 9,150 shares worth $162K. The position accounts for 0.18% of the portfolio, ranked #82.

Michael B. Elefante first reported a position in UFPI in Q2 2013 and has held it in 5 quarters since. The position peaked at $271K in Q2 2013. 144 funds tracked by Wall St. Rank hold UFPI as of Q4 2014.

  • Michael B. Elefante held 9,150 shares of UFP Industries worth $162K as of Q4 2014.
  • Michael B. Elefante left its UFP Industries share count unchanged in Q4 2014.
  • UFP Industries made up 0.18% of Michael B. Elefante's portfolio in Q4 2014, its #82 holding.
  • Michael B. Elefante first reported a position in UFP Industries in Q2 2013 and has held it in 5 quarters since.
  • Michael B. Elefante's UFP Industries position peaked at $271K in Q2 2013.
  • 144 funds tracked by Wall St. Rank held UFP Industries as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.