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Raymond James Trust’s UFP Industries UFPI Stock Holding History

Raymond James Trust’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 		$781K Buy
5,949
+1,362
+30% +$164K 0.02% 585
2024
Q2 		$514K Buy
4,587
+569
+14% +$66.1K 0.01% 709
2024
Q1 		$494K Sell
4,018
-59
-1% -$6.86K 0.01% 725
2023
Q4 		$512K Buy
4,077
+268
+7% +$28.9K 0.01% 683
2023
Q3 		$390K Buy
3,809
+1,107
+41% +$112K 0.01% 750
2023
Q2 		$262K Sell
2,702
-117
-4% -$9.76K 0.01% 964
2023
Q1 		$224K Buy
2,819
+39
+1% +$3.34K 0.01% 1017
2022
Q4 		$220K Buy
+2,780
New +$212K 0.01% 999
2022
Q1 		– Sell
-2,368
Closed -$218K – 1227
2021
Q4 		$218K Buy
+2,368
New +$199K 0.01% 1064

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 Trust's UFPI Position: Q3 2024 in Review

Raymond James Trust increased its UFP Industries (UFPI) stake by 30% in Q3 2024, buying an estimated $164K and bringing the position to 5,949 shares worth $781K. The position accounts for 0.02% of the portfolio, ranked #585.

Raymond James Trust first reported a position in UFPI in Q4 2021 and has held it in 9 quarters since. 439 funds tracked by Wall St. Rank hold UFPI as of Q3 2024.

  • Raymond James Trust held 5,949 shares of UFP Industries worth $781K as of Q3 2024.
  • Raymond James Trust bought 1,362 UFP Industries shares in Q3 2024, an estimated $164K.
  • UFP Industries made up 0.02% of Raymond James Trust's portfolio in Q3 2024, its #585 holding.
  • Raymond James Trust first reported a position in UFP Industries in Q4 2021 and has held it in 9 quarters since.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.