NICM
UFPI icon

Neo Ivy Capital Management’s UFP Industries UFPI Stock Holding History

Neo Ivy Capital 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
2025
Q3 		– Sell
-12
Closed -$1.19K – 541
2025
Q2 		$1.19K Buy
+12
New +$1.21K ﹤0.01% 342

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Neo Ivy Capital Management's UFPI Position: Q3 2025 in Review

Neo Ivy Capital Management sold out of UFP Industries (UFPI) in Q3 2025, closing a stake of 12 shares — an estimated $1.19K sold.

Neo Ivy Capital Management first reported a position in UFPI in Q2 2025 and held it in 1 quarter. The position peaked at $1.19K in Q2 2025. 414 funds tracked by Wall St. Rank hold UFPI as of Q3 2025.

  • Neo Ivy Capital Management reported no remaining UFP Industries position as of Q3 2025 after selling out during the quarter.
  • Neo Ivy Capital Management sold 12 UFP Industries shares in Q3 2025, an estimated $1.19K.
  • Neo Ivy Capital Management first reported a position in UFP Industries in Q2 2025 and held it in 1 quarter.
  • Neo Ivy Capital Management's UFP Industries position peaked at $1.19K in Q2 2025.
  • 414 funds tracked by Wall St. Rank held UFP Industries as of Q3 2025.

Based on Neo Ivy Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.