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Oxford Asset Management’s UFP Industries UFPI Stock Holding History

Oxford 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
2025
Q4 		– Sell
-3,996
Closed -$374K – 746
2025
Q3 		$374K Sell
3,996
-2,178
-35% -$220K 0.12% 291
2025
Q2 		$613K Buy
+6,174
New +$623K 0.2% 151
2020
Q1 		– Sell
-28,012
Closed -$1.34M – 1242
2019
Q4 		$1.34M Sell
28,012
-12,972
-32% -$611K 0.04% 672
2019
Q3 		$1.63M Buy
+40,984
New +$1.59M 0.04% 662
2018
Q4 		– Sell
-29,632
Closed -$1.05M – 2121
2018
Q3 		$1.05M Buy
29,632
+2,029
+7% +$74.8K 0.02% 992
2018
Q2 		$1.01M Buy
+27,603
New +$967K 0.02% 1035
2017
Q2 		– Sell
-8,625
Closed -$283K – 1713
2017
Q1 		$283K Buy
+8,625
New +$288K 0.01% 1212

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