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O'Shares Investment Advisers’s UFP Industries UFPI Stock Holding History

O'Shares Investment Advisers’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
2019
Q3 		– Sell
-6,079
Closed -$231K – 404
2019
Q2 		$231K Buy
+6,079
New +$211K 0.04% 315

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

O'Shares Investment Advisers's UFPI Position: Q3 2019 in Review

O'Shares Investment Advisers sold out of UFP Industries (UFPI) in Q3 2019, closing a stake of 6,079 shares — an estimated $231K sold.

O'Shares Investment Advisers first reported a position in UFPI in Q2 2019 and held it in 1 quarter. The position peaked at $231K in Q2 2019. 249 funds tracked by Wall St. Rank hold UFPI as of Q3 2019.

  • O'Shares Investment Advisers reported no remaining UFP Industries position as of Q3 2019 after selling out during the quarter.
  • O'Shares Investment Advisers sold 6,079 UFP Industries shares in Q3 2019, an estimated $231K.
  • O'Shares Investment Advisers first reported a position in UFP Industries in Q2 2019 and held it in 1 quarter.
  • O'Shares Investment Advisers's UFP Industries position peaked at $231K in Q2 2019.
  • 249 funds tracked by Wall St. Rank held UFP Industries as of Q3 2019.

Based on O'Shares Investment Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.