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Prelude Capital Management’s UFP Industries UFPI Stock Holding History

Prelude 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
Q2 		– Sell
-2,131
Closed -$262K – 1504
2024
Q1 		$262K Buy
+2,131
New +$248K 0.01% 961
2019
Q2 		– Sell
-393
Closed -$12K – 2164
2019
Q1 		$12K Sell
393
-7,098
-95% -$213K ﹤0.01% 1411
2018
Q4 		$194K Buy
7,491
+7,219
+2,654% +$207K 0.01% 740
2018
Q3 		$10K Buy
+272
New +$10K ﹤0.01% 1461
2018
Q2 		– Sell
-34,200
Closed -$1.11M – 1957
2018
Q1 		$1.11M Buy
+34,200
New +$1.21M 0.08% 255
2017
Q3 		– Sell
-582
Closed -$17K – 1909
2017
Q2 		$17K Sell
582
-714
-55% -$21.7K ﹤0.01% 1301
2017
Q1 		$43K Buy
1,296
+240
+23% +$8.02K ﹤0.01% 1066
2016
Q4 		$36K Buy
1,056
+78
+8% +$2.54K ﹤0.01% 1156
2016
Q3 		$32K Sell
978
-5,133
-84% -$178K ﹤0.01% 1202
2016
Q2 		$189K Sell
6,111
-2,289
-27% -$64.4K 0.03% 521
2016
Q1 		$240K Sell
8,400
-600
-7% -$14.3K 0.03% 493
2015
Q4 		$205K Buy
+9,000
New +$214K 0.03% 561
2015
Q3 		– Sell
-11,100
Closed -$193K – 1803
2015
Q2 		$193K Buy
11,100
+600
+6% +$11K 0.03% 615
2015
Q1 		$194K Sell
10,500
-1,200
-10% -$20.9K 0.03% 655
2014
Q4 		$207K Hold
11,700
– – 0.03% 624
2014
Q3 		$167K Buy
11,700
+3,600
+44% +$55.5K 0.02% 787
2014
Q2 		$130K Buy
+8,100
New +$137K 0.02% 986
2014
Q1 		– Sell
-2,340
Closed -$41K – 2114
2013
Q4 		$41K Buy
+2,340
New +$38.5K 0.01% 1094

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

Prelude Capital Management's UFPI Position: Q2 2024 in Review

Prelude Capital Management sold out of UFP Industries (UFPI) in Q2 2024, closing a stake of 2,131 shares — an estimated $262K sold.

Prelude Capital Management first reported a position in UFPI in Q4 2013 and held it in 18 quarters. The position peaked at $1.11M in Q1 2018. 426 funds tracked by Wall St. Rank hold UFPI as of Q2 2024.

  • Prelude Capital Management reported no remaining UFP Industries position as of Q2 2024 after selling out during the quarter.
  • Prelude Capital Management sold 2,131 UFP Industries shares in Q2 2024, an estimated $262K.
  • Prelude Capital Management first reported a position in UFP Industries in Q4 2013 and held it in 18 quarters.
  • Prelude Capital Management's UFP Industries position peaked at $1.11M in Q1 2018.
  • 426 funds tracked by Wall St. Rank held UFP Industries as of Q2 2024.

Based on Prelude Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.