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Planned Solutions’s UFP Industries UFPI Stock Holding History

Planned Solutions’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
-700
Closed -$91.8K – 591
2024
Q3 		$91.8K Buy
+700
New +$84.5K 0.04% 221
2024
Q1 		– Sell
-700
Closed -$87.9K – 512
2023
Q4 		$87.9K Buy
+700
New +$75.6K 0.04% 207
2021
Q1 		– Sell
-700
Closed -$39K – 380
2020
Q4 		$39K Buy
+700
New +$38.4K 0.03% 234

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planned Solutions's UFPI Position: Q4 2024 in Review

Planned Solutions sold out of UFP Industries (UFPI) in Q4 2024, closing a stake of 700 shares — an estimated $91.8K sold.

Planned Solutions first reported a position in UFPI in Q4 2020 and held it in 3 quarters. The position peaked at $91.8K in Q3 2024. 439 funds tracked by Wall St. Rank hold UFPI as of Q4 2024.

  • Planned Solutions reported no remaining UFP Industries position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 700 UFP Industries shares in Q4 2024, an estimated $91.8K.
  • Planned Solutions first reported a position in UFP Industries in Q4 2020 and held it in 3 quarters.
  • Planned Solutions's UFP Industries position peaked at $91.8K in Q3 2024.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.