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Next Financial Group’s UFP Industries UFPI Stock Holding History

Next Financial Group’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
2021
Q4 		$7K Buy
72
+23
+47% +$1.93K ﹤0.01% 2338
2021
Q3 		$3K Buy
49
+34
+227% +$2.47K ﹤0.01% 2417
2021
Q2 		$1K Buy
+15
New +$1.18K ﹤0.01% 2570
2020
Q2 		– Sell
-102
Closed -$4K – 1823
2020
Q1 		$4K Buy
102
+5
+5% +$230 ﹤0.01% 1793
2019
Q4 		$5K Buy
97
+25
+35% +$1.18K ﹤0.01% 1978
2019
Q3 		$3K Hold
72
– – ﹤0.01% 2049
2019
Q2 		$3K Hold
72
– – ﹤0.01% 2050
2019
Q1 		$2K Buy
+72
New +$2.16K ﹤0.01% 1498

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Next Financial Group's UFPI Position: Q4 2021 in Review

Next Financial Group increased its UFP Industries (UFPI) stake by 47% in Q4 2021, buying an estimated $1.93K and bringing the position to 72 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #2338.

Next Financial Group first reported a position in UFPI in Q1 2019 and has held it in 8 quarters since. 324 funds tracked by Wall St. Rank hold UFPI as of Q4 2021.

  • Next Financial Group held 72 shares of UFP Industries worth $7K as of Q4 2021.
  • Next Financial Group bought 23 UFP Industries shares in Q4 2021, an estimated $1.93K.
  • UFP Industries made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2338 holding.
  • Next Financial Group first reported a position in UFP Industries in Q1 2019 and has held it in 8 quarters since.
  • 324 funds tracked by Wall St. Rank held UFP Industries as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.