RJA
UFPT icon

Raymond James & Associates’s UFP Technologies UFPT Stock Holding History

Raymond James & Associates’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$5.89M Buy
18,602
+1,887
+11% +$602K ﹤0.01% 1541
2024
Q2 		$4.41M Sell
16,715
-1,723
-9% -$426K ﹤0.01% 1669
2024
Q1 		$4.65M Sell
18,438
-3,563
-16% -$677K ﹤0.01% 1636
2023
Q4 		$3.79M Buy
22,001
+1,778
+9% +$288K ﹤0.01% 1708
2023
Q3 		$3.26M Sell
20,223
-2,302
-10% -$403K ﹤0.01% 1723
2023
Q2 		$4.37M Sell
22,525
-7,779
-26% -$1.2M ﹤0.01% 1575
2023
Q1 		$3.93M Buy
30,304
+17,422
+135% +$2.02M ﹤0.01% 1634
2022
Q4 		$1.52M Buy
+12,882
New +$1.37M ﹤0.01% 2177

Other funds holding UFPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Raymond James & Associates increased its UFP Technologies (UFPT) stake by 11% in Q3 2024, buying an estimated $602K and bringing the position to 18,602 shares worth $5.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Raymond James & Associates first reported a position in UFPT in Q4 2022 and has held it in 8 quarters since. 281 funds tracked by Wall St. Rank hold UFPT as of Q3 2024.

  • Raymond James & Associates held 18,602 shares of UFP Technologies worth $5.89M as of Q3 2024.
  • Raymond James & Associates bought 1,887 UFP Technologies shares in Q3 2024, an estimated $602K.
  • UFP Technologies made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1541 holding.
  • Raymond James & Associates first reported a position in UFP Technologies in Q4 2022 and has held it in 8 quarters since.
  • 281 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2024.

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