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Penserra Capital Management’s UFP Industries UFPI Stock Holding History

Penserra Capital 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
2024
Q3 		– Sell
-3,175
Closed -$356K – 1318
2024
Q2 		$356K Sell
3,175
-2
-0.1% -$232 ﹤0.01% 631
2024
Q1 		$390K Buy
3,177
+1,692
+114% +$197K ﹤0.01% 608
2023
Q4 		$186K Buy
1,485
+509
+52% +$55K ﹤0.01% 755
2023
Q3 		$99K Buy
+976
New +$98.6K ﹤0.01% 886
2021
Q2 		– Sell
-33,663
Closed -$2.55M – 1403
2021
Q1 		$2.55M Buy
+33,663
New +$2.11M 0.05% 293

Other funds holding UFPI

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Penserra Capital Management's UFPI Position: Q3 2024 in Review

Penserra Capital Management sold out of UFP Industries (UFPI) in Q3 2024, closing a stake of 3,175 shares — an estimated $356K sold.

Penserra Capital Management first reported a position in UFPI in Q1 2021 and held it in 5 quarters. The position peaked at $2.55M in Q1 2021. 439 funds tracked by Wall St. Rank hold UFPI as of Q3 2024.

  • Penserra Capital Management reported no remaining UFP Industries position as of Q3 2024 after selling out during the quarter.
  • Penserra Capital Management sold 3,175 UFP Industries shares in Q3 2024, an estimated $356K.
  • Penserra Capital Management first reported a position in UFP Industries in Q1 2021 and held it in 5 quarters.
  • Penserra Capital Management's UFP Industries position peaked at $2.55M in Q1 2021.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q3 2024.

Based on Penserra Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.