Penobscot Investment Management’s UFP Industries UFPI Stock Holding History

Penobscot Investment 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 Q2	–	Sell	-2,070	Closed	-$222K	–	315
2025 Q1	$222K	Sell	2,070 -2,450	-54%	-$273K	0.02%	286
2024 Q4	$509K	Buy	4,520 +1,875	+71%	+$242K	0.05%	200
2024 Q3	$347K	Buy	+2,645	New	+$319K	0.03%	249
2023 Q1	–	Sell	-2,920	Closed	-$231K	–	233
2022 Q4	$231K	Buy	2,920 +50	+2%	+$3.82K	0.04%	208
2022 Q3	$207K	Sell	2,870 -630	-18%	-$50.1K	0.04%	213
2022 Q2	$238K	Buy	3,500 +120	+4%	+$9.04K	0.04%	208
2022 Q1	$261K	Buy	3,380 +170	+5%	+$14.2K	0.04%	214
2021 Q4	$295K	Buy	+3,210	New	+$270K	0.04%	210

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Penobscot Investment Management's UFPI Position: Q2 2025 in Review

Penobscot Investment Management sold out of UFP Industries (UFPI) in Q2 2025, closing a stake of 2,070 shares — an estimated $222K sold.

Penobscot Investment Management first reported a position in UFPI in Q4 2021 and held it in 8 quarters. The position peaked at $509K in Q4 2024. 432 funds tracked by Wall St. Rank hold UFPI as of Q2 2025.

Penobscot Investment Management reported no remaining UFP Industries position as of Q2 2025 after selling out during the quarter.
Penobscot Investment Management sold 2,070 UFP Industries shares in Q2 2025, an estimated $222K.
Penobscot Investment Management first reported a position in UFP Industries in Q4 2021 and held it in 8 quarters.
Penobscot Investment Management's UFP Industries position peaked at $509K in Q4 2024.
432 funds tracked by Wall St. Rank held UFP Industries as of Q2 2025.

Based on Penobscot Investment Management's 13F filing for Q2 2025, filed 22 Jul 2025.