NPPM
North Point Portfolio Managers’s UFP Industries UFPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-115,184
| Closed | -$12.3M | – | 77 |
|
|
2025
Q1 | $12.3M | Buy |
115,184
+61
| +0.1% | +$6.53K | 2.16% | 22 |
|
|
2024
Q4 | $13M | Sell |
115,123
-2,719
| -2% | -$306K | 2.26% | 18 |
|
|
2024
Q3 | $15.5M | Sell |
117,842
-1,510
| -1% | -$198K | 2.48% | 14 |
|
|
2024
Q2 | $13.4M | Sell |
119,352
-289
| -0.2% | -$32.4K | 2.35% | 20 |
|
|
2024
Q1 | $14.7M | Sell |
119,641
-616
| -0.5% | -$75.8K | 2.49% | 17 |
|
|
2023
Q4 | $15.1M | Sell |
120,257
-838
| -0.7% | -$105K | 2.75% | 15 |
|
|
2023
Q3 | $12.4M | Sell |
121,095
-17,289
| -12% | -$1.77M | 2.54% | 16 |
|
|
2023
Q2 | $13.4M | Sell |
138,384
-42,662
| -24% | -$4.14M | 2.66% | 15 |
|
|
2023
Q1 | $14.4M | Buy |
181,046
+1,289
| +0.7% | +$102K | 2.29% | 20 |
|
|
2022
Q4 | $14.2M | Buy |
179,757
+9,337
| +5% | +$740K | 2.39% | 19 |
|
|
2022
Q3 | $12.3M | Sell |
170,420
-16,294
| -9% | -$1.18M | 2.29% | 18 |
|
|
2022
Q2 | $12.7M | Sell |
186,714
-2,444
| -1% | -$167K | 2.23% | 22 |
|
|
2022
Q1 | $14.6M | Buy |
189,158
+11,437
| +6% | +$882K | 2.15% | 23 |
|
|
2021
Q4 | $16.4M | Buy |
+177,721
| New | +$16.4M | 2.14% | 22 |
|
|
2020
Q3 | – | Sell |
-5,820
| Closed | -$288K | – | 73 |
|
|
2020
Q2 | $288K | Hold |
5,820
| – | – | 0.05% | 48 |
|
|
2020
Q1 | $216K | Hold |
5,820
| – | – | 0.05% | 56 |
|
|
2019
Q4 | $278K | Hold |
5,820
| – | – | 0.05% | 57 |
|
|
2019
Q3 | $232K | Sell |
5,820
-1,980
| -25% | -$78.9K | 0.04% | 62 |
|
|
2019
Q2 | $297K | Hold |
7,800
| – | – | 0.05% | 53 |
|
|
2019
Q1 | $233K | Hold |
7,800
| – | – | 0.04% | 62 |
|
|
2018
Q4 | $202K | Hold |
7,800
| – | – | 0.04% | 63 |
|
|
2018
Q3 | $276K | Hold |
7,800
| – | – | 0.05% | 55 |
|
|
2018
Q2 | $286K | Hold |
7,800
| – | – | 0.05% | 53 |
|
|
2018
Q1 | $253K | Hold |
7,800
| – | – | 0.04% | 63 |
|
|
2017
Q4 | $293K | Buy |
7,800
+5,200
| +200% | +$195K | 0.05% | 56 |
|
|
2017
Q3 | $255K | Hold |
2,600
| – | – | 0.04% | 66 |
|
|
2017
Q2 | $227K | Hold |
2,600
| – | – | 0.04% | 75 |
|
|
2017
Q1 | $256K | Hold |
2,600
| – | – | 0.05% | 68 |
|
|
2016
Q4 | $266K | Hold |
2,600
| – | – | 0.05% | 58 |
|
|
2016
Q3 | $256K | Hold |
2,600
| – | – | 0.05% | 63 |
|
|
2016
Q2 | $241K | Hold |
2,600
| – | – | 0.05% | 63 |
|
|
2016
Q1 | $223K | Buy |
+2,600
| New | +$223K | 0.04% | 71 |
|