Pathstone Family Office’s UFP Industries UFPI Stock Holding History

Pathstone Family Office’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
2023 Q3	$278K	Buy	+2,711	New	+$274K	﹤0.01%	1352
2023 Q1	–	Sell	-5,392	Closed	-$427K	–	1506
2022 Q4	$427K	Buy	5,392 +398	+8%	+$30.4K	﹤0.01%	1166
2022 Q3	$360K	Buy	+4,994	New	+$397K	﹤0.01%	1180
2021 Q1	–	Sell	-6	Closed	–	–	1308
2020 Q4	$0	Hold	6	–	–	﹤0.01%	1338
2020 Q3	$0	Sell	6 -6	-50%	-$338	﹤0.01%	998
2020 Q2	$0	Buy	+12	New	+$511	﹤0.01%	970

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

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

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

Pathstone Family Office's UFPI Position: Q3 2023 in Review

Pathstone Family Office opened a new position in UFP Industries (UFPI) in Q3 2023: 2,711 shares worth $278K. The stake represents ﹤0.01% of the portfolio and ranks #1352 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in UFPI as recently as Q4 2022.

Pathstone Family Office first reported a position in UFPI in Q2 2020 and has held it in 6 quarters since. The position peaked at $427K in Q4 2022. 362 funds tracked by Wall St. Rank hold UFPI as of Q3 2023.

Pathstone Family Office held 2,711 shares of UFP Industries worth $278K as of Q3 2023.
UFP Industries was a new Pathstone Family Office position in Q3 2023.
UFP Industries made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1352 holding.
Pathstone Family Office first reported a position in UFP Industries in Q2 2020 and has held it in 6 quarters since.
Pathstone Family Office's UFP Industries position peaked at $427K in Q4 2022.
362 funds tracked by Wall St. Rank held UFP Industries as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.