MCC
UFPI icon

Money Concepts Capital’s UFP Industries UFPI Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-195
Closed -$15.5K – 2733
2022
Q4 		$15.5K Sell
195
-3,035
-94% -$232K ﹤0.01% 1800
2022
Q3 		$233K Buy
3,230
+209
+7% +$16.6K 0.01% 400
2022
Q2 		$209K Buy
3,021
+301
+11% +$22.7K 0.02% 404
2022
Q1 		$210K Sell
2,720
-207
-7% -$17.3K 0.01% 723
2021
Q4 		$269K Buy
+2,927
New +$246K 0.02% 433

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Money Concepts Capital's UFPI Position: Q1 2023 in Review

Money Concepts Capital sold out of UFP Industries (UFPI) in Q1 2023, closing a stake of 195 shares — an estimated $15.5K sold.

Money Concepts Capital first reported a position in UFPI in Q4 2021 and held it in 5 quarters. The position peaked at $269K in Q4 2021. 364 funds tracked by Wall St. Rank hold UFPI as of Q1 2023.

  • Money Concepts Capital reported no remaining UFP Industries position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 195 UFP Industries shares in Q1 2023, an estimated $15.5K.
  • Money Concepts Capital first reported a position in UFP Industries in Q4 2021 and held it in 5 quarters.
  • Money Concepts Capital's UFP Industries position peaked at $269K in Q4 2021.
  • 364 funds tracked by Wall St. Rank held UFP Industries as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.