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Raymond James & Associates’s UFP Industries UFPI Stock Holding History

Raymond James & Associates’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 		$29.2M Buy
222,660
+13,575
+6% +$1.64M 0.02% 635
2024
Q2 		$23.4M Buy
209,085
+29,221
+16% +$3.4M 0.02% 693
2024
Q1 		$22.1M Sell
179,864
-8,290
-4% -$963K 0.02% 731
2023
Q4 		$23.6M Buy
188,154
+107,477
+133% +$11.6M 0.02% 664
2023
Q3 		$8.26M Buy
80,677
+30,142
+60% +$3.05M 0.01% 1160
2023
Q2 		$4.9M Buy
50,535
+16,773
+50% +$1.4M ﹤0.01% 1491
2023
Q1 		$2.68M Sell
33,762
-2,203
-6% -$189K ﹤0.01% 1859
2022
Q4 		$2.85M Buy
35,965
+2,720
+8% +$208K ﹤0.01% 1774
2022
Q3 		$2.4M Sell
33,245
-1,300
-4% -$103K ﹤0.01% 1864
2022
Q2 		$2.35M Sell
34,545
-872
-2% -$65.7K ﹤0.01% 1892
2022
Q1 		$2.73M Sell
35,417
-1,503
-4% -$125K ﹤0.01% 1913
2021
Q4 		$3.4M Buy
36,920
+703
+2% +$59.1K ﹤0.01% 1806
2021
Q3 		$2.46M Buy
36,217
+4,601
+15% +$334K ﹤0.01% 1954
2021
Q2 		$2.35M Buy
31,616
+26,368
+502% +$2.08M ﹤0.01% 1985
2021
Q1 		$398K Buy
5,248
+877
+20% +$54.9K ﹤0.01% 3176
2020
Q4 		$243K Sell
4,371
-1,488
-25% -$81.7K ﹤0.01% 3258
2020
Q3 		$331K Buy
+5,859
New +$330K ﹤0.01% 2894
2020
Q1 		– Sell
-5,651
Closed -$270K – 3721
2019
Q4 		$270K Buy
+5,651
New +$266K ﹤0.01% 3146
2016
Q4 		– Sell
-9,060
Closed -$297K – 3361
2016
Q3 		$297K Sell
9,060
-3,948
-30% -$137K ﹤0.01% 2624
2016
Q2 		$402K Buy
+13,008
New +$366K ﹤0.01% 2227

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

Raymond James & Associates's UFPI Position: Q3 2024 in Review

Raymond James & Associates increased its UFP Industries (UFPI) stake by 6.5% in Q3 2024, buying an estimated $1.64M and bringing the position to 222,660 shares worth $29.2M. The position accounts for 0.02% of the portfolio, ranked #635.

Raymond James & Associates first reported a position in UFPI in Q2 2016 and has held it in 20 quarters since. 439 funds tracked by Wall St. Rank hold UFPI as of Q3 2024.

  • Raymond James & Associates held 222,660 shares of UFP Industries worth $29.2M as of Q3 2024.
  • Raymond James & Associates bought 13,575 UFP Industries shares in Q3 2024, an estimated $1.64M.
  • UFP Industries made up 0.02% of Raymond James & Associates's portfolio in Q3 2024, its #635 holding.
  • Raymond James & Associates first reported a position in UFP Industries in Q2 2016 and has held it in 20 quarters since.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.