RJFSA
UFPI icon

Raymond James Financial Services Advisors’s UFP Industries UFPI Stock Holding History

Raymond James Financial Services Advisors’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 		$4.37M Sell
33,289
-3,286
-9% -$397K 0.01% 1294
2024
Q2 		$4.1M Sell
36,575
-1,905
-5% -$221K 0.01% 1265
2024
Q1 		$4.73M Buy
38,480
+132
+0.3% +$15.3K 0.01% 1168
2023
Q4 		$4.81M Buy
38,348
+32,534
+560% +$3.51M 0.01% 1102
2023
Q3 		$595K Buy
5,814
+1,903
+49% +$192K ﹤0.01% 2225
2023
Q2 		$380K Buy
+3,911
New +$326K ﹤0.01% 2521
2023
Q1 		– Sell
-2,677
Closed -$212K – 3403
2022
Q4 		$212K Sell
2,677
-124
-4% -$9.47K ﹤0.01% 2825
2022
Q3 		$202K Buy
+2,801
New +$223K ﹤0.01% 2847
2022
Q2 		– Sell
-3,675
Closed -$284K – 3428
2022
Q1 		$284K Sell
3,675
-11,892
-76% -$992K ﹤0.01% 2744
2021
Q4 		$1.43M Buy
15,567
+1,312
+9% +$110K ﹤0.01% 1745
2021
Q3 		$969K Buy
+14,255
New +$1.04M ﹤0.01% 1985

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 Financial Services Advisors's UFPI Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its UFP Industries (UFPI) stake by 9% in Q3 2024, selling an estimated $397K and leaving 33,289 shares worth $4.37M. The position accounts for 0.01% of the portfolio, ranked #1294.

Raymond James Financial Services Advisors first reported a position in UFPI in Q3 2021 and has held it in 11 quarters since. The position peaked at $4.81M in Q4 2023. 439 funds tracked by Wall St. Rank hold UFPI as of Q3 2024.

  • Raymond James Financial Services Advisors held 33,289 shares of UFP Industries worth $4.37M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 3,286 UFP Industries shares in Q3 2024, an estimated $397K.
  • UFP Industries made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1294 holding.
  • Raymond James Financial Services Advisors first reported a position in UFP Industries in Q3 2021 and has held it in 11 quarters since.
  • Raymond James Financial Services Advisors's UFP Industries position peaked at $4.81M in Q4 2023.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.