PFO
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Pathstone Family Office’s UFP Technologies UFPT Stock Holding History

Pathstone Family Office’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3
Closed – – 1309
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1339
2020
Q3 		$0 Sell
3
-3
-50% -$130 ﹤0.01% 999
2020
Q2 		$0 Buy
+6
New +$257 ﹤0.01% 971

Other funds holding UFPT

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Pathstone Family Office's UFPT Position: Q1 2021 in Review

Pathstone Family Office sold out of UFP Technologies (UFPT) in Q1 2021, closing a stake of 3 shares.

Pathstone Family Office first reported a position in UFPT in Q2 2020 and held it in 3 quarters. The position peaked at $0 in Q4 2020. 94 funds tracked by Wall St. Rank hold UFPT as of Q1 2021.

  • Pathstone Family Office reported no remaining UFP Technologies position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 3 UFP Technologies shares in Q1 2021.
  • Pathstone Family Office first reported a position in UFP Technologies in Q2 2020 and held it in 3 quarters.
  • Pathstone Family Office's UFP Technologies position peaked at $0 in Q4 2020.
  • 94 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.