Putnam Investments’s UFP Industries UFPI Stock Holding History

Putnam Investments’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
2023 Q4	$6.93M	Sell	55,172 -22,743	-29%	-$2.46M	0.01%	385
2023 Q3	$7.98M	Buy	77,915 +5,269	+7%	+$532K	0.01%	345
2023 Q2	$7.05M	Buy	72,646 +41,430	+133%	+$3.46M	0.01%	381
2023 Q1	$2.48M	Buy	31,216 +88	+0.3%	+$7.53K	﹤0.01%	674
2022 Q4	$2.47M	Buy	31,128 +1,494	+5%	+$114K	﹤0.01%	683
2022 Q3	$2.14M	Sell	29,634 -4,319	-13%	-$344K	﹤0.01%	715
2022 Q2	$2.31M	Sell	33,953 -940	-3%	-$70.8K	﹤0.01%	704
2022 Q1	$2.69M	Buy	34,893 +13,033	+60%	+$1.09M	﹤0.01%	742
2021 Q4	$2.01M	Buy	+21,860	New	+$1.84M	﹤0.01%	763

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Putnam Investments's UFPI Position: Q4 2023 in Review

Putnam Investments reduced its UFP Industries (UFPI) stake by 29% in Q4 2023, selling an estimated $2.46M and leaving 55,172 shares worth $6.93M. The position accounts for 0.01% of the portfolio, ranked #385.

Putnam Investments first reported a position in UFPI in Q4 2021 and has held it in 9 quarters since. The position peaked at $7.98M in Q3 2023. 387 funds tracked by Wall St. Rank hold UFPI as of Q4 2023.

Putnam Investments held 55,172 shares of UFP Industries worth $6.93M as of Q4 2023.
Putnam Investments sold 22,743 UFP Industries shares in Q4 2023, an estimated $2.46M.
UFP Industries made up 0.01% of Putnam Investments's portfolio in Q4 2023, its #385 holding.
Putnam Investments first reported a position in UFP Industries in Q4 2021 and has held it in 9 quarters since.
Putnam Investments's UFP Industries position peaked at $7.98M in Q3 2023.
387 funds tracked by Wall St. Rank held UFP Industries as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.