Oberweis Asset Management’s UFP Industries UFPI Stock Holding History

Oberweis Asset 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
2023 Q1	–	Sell	-14,700	Closed	-$1.16M	–	186
2022 Q4	$1.16M	Buy	14,700 +2,600	+21%	+$199K	0.25%	128
2022 Q3	$873K	Buy	12,100 +7,300	+152%	+$581K	0.2%	121
2022 Q2	$327K	Buy	4,800 +1,300	+37%	+$98K	0.08%	138
2022 Q1	$270K	Buy	3,500 +100	+3%	+$8.34K	0.05%	144
2021 Q4	$313K	Hold	3,400	–	–	0.06%	131
2021 Q3	$231K	Buy	+3,400	New	+$247K	0.05%	150
2021 Q2	–	Sell	-3,500	Closed	-$265K	–	187
2021 Q1	$265K	Buy	+3,500	New	+$219K	0.05%	137
2016 Q3	–	Sell	-6,600	Closed	-$204K	–	172
2016 Q2	$204K	Sell	6,600 -10,200	-61%	-$287K	0.06%	164
2016 Q1	$481K	Buy	16,800 +3,300	+24%	+$78.6K	0.14%	115
2015 Q4	$308K	Sell	13,500 -13,500	-50%	-$321K	0.09%	160
2015 Q3	$519K	Buy	+27,000	New	+$537K	0.15%	86

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oberweis Asset Management's UFPI Position: Q1 2023 in Review

Oberweis Asset Management sold out of UFP Industries (UFPI) in Q1 2023, closing a stake of 14,700 shares — an estimated $1.16M sold.

Oberweis Asset Management first reported a position in UFPI in Q3 2015 and held it in 11 quarters. The position peaked at $1.16M in Q4 2022. 364 funds tracked by Wall St. Rank hold UFPI as of Q1 2023.

Oberweis Asset Management reported no remaining UFP Industries position as of Q1 2023 after selling out during the quarter.
Oberweis Asset Management sold 14,700 UFP Industries shares in Q1 2023, an estimated $1.16M.
Oberweis Asset Management first reported a position in UFP Industries in Q3 2015 and held it in 11 quarters.
Oberweis Asset Management's UFP Industries position peaked at $1.16M in Q4 2022.
364 funds tracked by Wall St. Rank held UFP Industries as of Q1 2023.

Based on Oberweis Asset Management's 13F filing for Q1 2023, filed 15 May 2023.