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Norris Perne & French’s UFP Industries UFPI Stock Holding History

Norris Perne & French’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
Q1 		– Sell
-2,109
Closed -$238K – 150
2024
Q4 		$238K Buy
+2,109
New +$272K 0.02% 130

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Norris Perne & French's UFPI Position: Q1 2025 in Review

Norris Perne & French sold out of UFP Industries (UFPI) in Q1 2025, closing a stake of 2,109 shares — an estimated $238K sold.

Norris Perne & French first reported a position in UFPI in Q4 2024 and held it in 1 quarter. The position peaked at $238K in Q4 2024. 436 funds tracked by Wall St. Rank hold UFPI as of Q1 2025.

  • Norris Perne & French reported no remaining UFP Industries position as of Q1 2025 after selling out during the quarter.
  • Norris Perne & French sold 2,109 UFP Industries shares in Q1 2025, an estimated $238K.
  • Norris Perne & French first reported a position in UFP Industries in Q4 2024 and held it in 1 quarter.
  • Norris Perne & French's UFP Industries position peaked at $238K in Q4 2024.
  • 436 funds tracked by Wall St. Rank held UFP Industries as of Q1 2025.

Based on Norris Perne & French's 13F filing for Q1 2025, filed 21 Apr 2025.