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Monarch Partners Asset Management’s UFP Industries UFPI Stock Holding History

Monarch Partners Asset 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
2020
Q4 		– Sell
-59,469
Closed -$3.36M – 215
2020
Q3 		$3.36M Sell
59,469
-65,809
-53% -$3.71M 0.76% 63
2020
Q2 		$6.2M Buy
+125,278
New +$5.33M 1.51% 9

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Monarch Partners Asset Management's UFPI Position: Q4 2020 in Review

Monarch Partners Asset Management sold out of UFP Industries (UFPI) in Q4 2020, closing a stake of 59,469 shares — an estimated $3.36M sold.

Monarch Partners Asset Management first reported a position in UFPI in Q2 2020 and held it in 2 quarters. The position peaked at $6.2M in Q2 2020. 269 funds tracked by Wall St. Rank hold UFPI as of Q4 2020.

  • Monarch Partners Asset Management reported no remaining UFP Industries position as of Q4 2020 after selling out during the quarter.
  • Monarch Partners Asset Management sold 59,469 UFP Industries shares in Q4 2020, an estimated $3.36M.
  • Monarch Partners Asset Management first reported a position in UFP Industries in Q2 2020 and held it in 2 quarters.
  • Monarch Partners Asset Management's UFP Industries position peaked at $6.2M in Q2 2020.
  • 269 funds tracked by Wall St. Rank held UFP Industries as of Q4 2020.

Based on Monarch Partners Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.