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Michael J. Puzo’s UFP Industries UFPI Stock Holding History

Michael J. Puzo’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
2017
Q4 		– Sell
-7,200
Closed -$236K – 83
2017
Q3 		$236K Hold
7,200
– – 0.12% 69
2017
Q2 		$210K Hold
7,200
– – 0.11% 73
2017
Q1 		$236K Sell
7,200
-1,050
-13% -$35.1K 0.13% 71
2016
Q4 		$281K Hold
8,250
– – 0.16% 69
2016
Q3 		$271K Hold
8,250
– – 0.16% 70
2016
Q2 		$255K Sell
8,250
-900
-10% -$25.3K 0.17% 69
2016
Q1 		$262K Hold
9,150
– – 0.17% 69
2015
Q4 		$209K Buy
+9,150
New +$217K 0.15% 70

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Michael J. Puzo's UFPI Position: Q4 2017 in Review

Michael J. Puzo sold out of UFP Industries (UFPI) in Q4 2017, closing a stake of 7,200 shares — an estimated $236K sold.

Michael J. Puzo first reported a position in UFPI in Q4 2015 and held it in 8 quarters. The position peaked at $281K in Q4 2016. 215 funds tracked by Wall St. Rank hold UFPI as of Q4 2017.

  • Michael J. Puzo reported no remaining UFP Industries position as of Q4 2017 after selling out during the quarter.
  • Michael J. Puzo sold 7,200 UFP Industries shares in Q4 2017, an estimated $236K.
  • Michael J. Puzo first reported a position in UFP Industries in Q4 2015 and held it in 8 quarters.
  • Michael J. Puzo's UFP Industries position peaked at $281K in Q4 2016.
  • 215 funds tracked by Wall St. Rank held UFP Industries as of Q4 2017.

Based on Michael J. Puzo's 13F filing for Q4 2017, filed 2 Feb 2018.