R.H. Bluestein & Co’s UFP Industries UFPI Stock Holding History

R.H. Bluestein & Co’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
2022 Q3	$216K	Hold	3,000	–	–	0.01%	311
2022 Q2	$204K	Hold	3,000	–	–	0.01%	340
2022 Q1	$231K	Hold	3,000	–	–	0.01%	353
2021 Q4	$276K	Hold	3,000	–	–	0.01%	339
2021 Q3	$204K	Sell	3,000 -25	-0.8%	-$1.82K	0.01%	403
2021 Q2	$225K	Buy	3,025 +25	+0.8%	+$1.97K	0.01%	400
2021 Q1	$228K	Buy	+3,000	New	+$188K	0.01%	374
2016 Q4	–	Sell	-9,000	Closed	-$295K	–	323
2016 Q3	$295K	Hold	9,000	–	–	0.02%	204
2016 Q2	$278K	Buy	9,000 +1,950	+28%	+$54.9K	0.02%	198
2016 Q1	$202K	Buy	+7,050	New	+$168K	0.01%	269

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

R.H. Bluestein & Co's UFPI Position: Q3 2022 in Review

R.H. Bluestein & Co held its UFP Industries (UFPI) position steady in Q3 2022 at 3,000 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #311.

R.H. Bluestein & Co first reported a position in UFPI in Q1 2016 and has held it in 10 quarters since. The position peaked at $295K in Q3 2016. 338 funds tracked by Wall St. Rank hold UFPI as of Q3 2022.

R.H. Bluestein & Co held 3,000 shares of UFP Industries worth $216K as of Q3 2022.
R.H. Bluestein & Co left its UFP Industries share count unchanged in Q3 2022.
UFP Industries made up 0.01% of R.H. Bluestein & Co's portfolio in Q3 2022, its #311 holding.
R.H. Bluestein & Co first reported a position in UFP Industries in Q1 2016 and has held it in 10 quarters since.
R.H. Bluestein & Co's UFP Industries position peaked at $295K in Q3 2016.
338 funds tracked by Wall St. Rank held UFP Industries as of Q3 2022.

Based on R.H. Bluestein & Co's 13F filing for Q3 2022, filed 14 Nov 2022.