NEI
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Northwest & Ethical Investments’s UFP Industries UFPI Stock Holding History

Northwest & Ethical Investments’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
Q4 		– Sell
-7,698
Closed -$710K – 561
2025
Q3 		$710K Sell
7,698
-140
-2% -$14.1K 0.02% 372
2025
Q2 		$782K Sell
7,838
-1,600
-17% -$161K 0.02% 354
2025
Q1 		$1.01M Buy
9,438
+6,563
+228% +$732K 0.03% 326
2024
Q4 		$323K Buy
2,875
+500
+21% +$64.4K 0.01% 365
2024
Q3 		$312K Buy
2,375
+225
+10% +$27.2K 0.01% 384
2024
Q2 		$241K Buy
2,150
+1,450
+207% +$169K 0.01% 386
2024
Q1 		$86.1K Buy
+700
New +$81.3K ﹤0.01% 449

Other funds holding UFPI

BlackRock
BlackRock New York $5.7T 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return