Operose Advisors’s UFP Technologies UFPT Stock Holding History

Operose Advisors’s Portfolio UFPT Stock Details UFPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-16	Closed	-$2.58K	–	726
2023 Q3	$2.58K	Buy	+16	New	+$2.8K	﹤0.01%	691

Other funds holding UFPT

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

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

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

Operose Advisors's UFPT Position: Q4 2023 in Review

Operose Advisors sold out of UFP Technologies (UFPT) in Q4 2023, closing a stake of 16 shares — an estimated $2.58K sold.

Operose Advisors first reported a position in UFPT in Q3 2023 and held it in 1 quarter. The position peaked at $2.58K in Q3 2023. 209 funds tracked by Wall St. Rank hold UFPT as of Q4 2023.

Operose Advisors reported no remaining UFP Technologies position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 16 UFP Technologies shares in Q4 2023, an estimated $2.58K.
Operose Advisors first reported a position in UFP Technologies in Q3 2023 and held it in 1 quarter.
Operose Advisors's UFP Technologies position peaked at $2.58K in Q3 2023.
209 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.