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Orion Portfolio Solutions’s UFP Industries UFPI Stock Holding History

Orion Portfolio Solutions’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
2024
Q1 		– Sell
-1,671
Closed -$201K – 1757
2023
Q4 		$201K Buy
+1,671
New +$180K ﹤0.01% 1584
2020
Q3 		– Sell
-10
Closed – – 1941
2020
Q2 		$0 Buy
+10
New +$426 ﹤0.01% 2471
2020
Q1 		– Sell
-37
Closed -$2K – 2324
2019
Q4 		$2K Buy
+37
New +$1.74K ﹤0.01% 1564

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Orion Portfolio Solutions's UFPI Position: Q1 2024 in Review

Orion Portfolio Solutions sold out of UFP Industries (UFPI) in Q1 2024, closing a stake of 1,671 shares — an estimated $201K sold.

Orion Portfolio Solutions first reported a position in UFPI in Q4 2019 and held it in 3 quarters. The position peaked at $201K in Q4 2023. 426 funds tracked by Wall St. Rank hold UFPI as of Q1 2024.

  • Orion Portfolio Solutions reported no remaining UFP Industries position as of Q1 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,671 UFP Industries shares in Q1 2024, an estimated $201K.
  • Orion Portfolio Solutions first reported a position in UFP Industries in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's UFP Industries position peaked at $201K in Q4 2023.
  • 426 funds tracked by Wall St. Rank held UFP Industries as of Q1 2024.

Based on Orion Portfolio Solutions's 13F filing for Q1 2024, filed 9 May 2024.