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RFP Financial Group’s UFP Industries UFPI Stock Holding History

RFP Financial Group’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
2023
Q4 		– Sell
-28
Closed -$2.87K – 997
2023
Q3 		$2.87K Hold
28
– – ﹤0.01% 592
2023
Q2 		$2.72K Hold
28
– – ﹤0.01% 644
2023
Q1 		$2.23K Hold
28
– – ﹤0.01% 503
2022
Q4 		$2.22K Buy
+28
New +$2.14K ﹤0.01% 638

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RFP Financial Group's UFPI Position: Q4 2023 in Review

RFP Financial Group sold out of UFP Industries (UFPI) in Q4 2023, closing a stake of 28 shares — an estimated $2.87K sold.

RFP Financial Group first reported a position in UFPI in Q4 2022 and held it in 4 quarters. The position peaked at $2.87K in Q3 2023. 387 funds tracked by Wall St. Rank hold UFPI as of Q4 2023.

  • RFP Financial Group reported no remaining UFP Industries position as of Q4 2023 after selling out during the quarter.
  • RFP Financial Group sold 28 UFP Industries shares in Q4 2023, an estimated $2.87K.
  • RFP Financial Group first reported a position in UFP Industries in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's UFP Industries position peaked at $2.87K in Q3 2023.
  • 387 funds tracked by Wall St. Rank held UFP Industries as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.