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Moneta Group Investment Advisors’s UFP Industries UFPI Stock Holding History

Moneta Group Investment Advisors’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
2018
Q2 		– Sell
-2,525
Closed -$82K – 628
2018
Q1 		$82K Buy
2,525
+1,925
+321% +$68.3K 0.01% 269
2017
Q4 		$23K Buy
+600
New +$22.1K ﹤0.01% 312
2015
Q4 		– Sell
-600
Closed -$12K – 396
2015
Q3 		$12K Buy
+600
New +$11.9K ﹤0.01% 399

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Moneta Group Investment Advisors's UFPI Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of UFP Industries (UFPI) in Q2 2018, closing a stake of 2,525 shares — an estimated $82K sold.

Moneta Group Investment Advisors first reported a position in UFPI in Q3 2015 and held it in 3 quarters. The position peaked at $82K in Q1 2018. 217 funds tracked by Wall St. Rank hold UFPI as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining UFP Industries position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,525 UFP Industries shares in Q2 2018, an estimated $82K.
  • Moneta Group Investment Advisors first reported a position in UFP Industries in Q3 2015 and held it in 3 quarters.
  • Moneta Group Investment Advisors's UFP Industries position peaked at $82K in Q1 2018.
  • 217 funds tracked by Wall St. Rank held UFP Industries as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.