Paloma Partners’s UFP Industries UFPI Stock Holding History

Paloma Partners’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 Q4	–	Sell	-3,616	Closed	-$474K	–	1050
2024 Q3	$474K	Buy	+3,616	New	+$437K	0.01%	639
2022 Q2	–	Sell	-6,872	Closed	-$530K	–	1764
2022 Q1	$530K	Buy	+6,872	New	+$573K	0.02%	727
2020 Q4	–	Sell	-14,712	Closed	-$831K	–	2240
2020 Q3	$831K	Buy	+14,712	New	+$830K	0.02%	843
2020 Q1	–	Sell	-13,622	Closed	-$649K	–	2089
2019 Q4	$649K	Sell	13,622 -521	-4%	-$24.6K	0.01%	1226
2019 Q3	$564K	Buy	+14,143	New	+$550K	0.01%	1079
2019 Q2	–	Sell	-14,262	Closed	-$426K	–	2196
2019 Q1	$426K	Buy	+14,262	New	+$428K	0.01%	1147
2018 Q2	–	Sell	-9,995	Closed	-$324K	–	2230
2018 Q1	$324K	Buy	+9,995	New	+$355K	0.01%	1595
2017 Q4	–	Sell	-7,029	Closed	-$230K	–	2318
2017 Q3	$230K	Buy	+7,029	New	+$203K	﹤0.01%	1921
2017 Q1	–	Sell	-15,135	Closed	-$516K	–	2246
2016 Q4	$516K	Sell	15,135 -465	-3%	-$15.2K	0.01%	1493
2016 Q3	$512K	Buy	+15,600	New	+$541K	0.01%	1401

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

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

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

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

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

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

Paloma Partners's UFPI Position: Q4 2024 in Review

Paloma Partners sold out of UFP Industries (UFPI) in Q4 2024, closing a stake of 3,616 shares — an estimated $474K sold.

Paloma Partners first reported a position in UFPI in Q3 2016 and held it in 10 quarters. The position peaked at $831K in Q3 2020. 439 funds tracked by Wall St. Rank hold UFPI as of Q4 2024.

Paloma Partners reported no remaining UFP Industries position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 3,616 UFP Industries shares in Q4 2024, an estimated $474K.
Paloma Partners first reported a position in UFP Industries in Q3 2016 and held it in 10 quarters.
Paloma Partners's UFP Industries position peaked at $831K in Q3 2020.
439 funds tracked by Wall St. Rank held UFP Industries as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.