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Richardson Financial Services’s UFP Industries UFPI Stock Holding History

Richardson Financial Services’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
Q1 		– Sell
-87
Closed -$10.9K – 642
2023
Q4 		$10.9K Buy
+87
New +$9.39K 0.01% 301

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Richardson Financial Services's UFPI Position: Q1 2024 in Review

Richardson Financial Services sold out of UFP Industries (UFPI) in Q1 2024, closing a stake of 87 shares — an estimated $10.9K sold.

Richardson Financial Services first reported a position in UFPI in Q4 2023 and held it in 1 quarter. The position peaked at $10.9K in Q4 2023. 426 funds tracked by Wall St. Rank hold UFPI as of Q1 2024.

  • Richardson Financial Services reported no remaining UFP Industries position as of Q1 2024 after selling out during the quarter.
  • Richardson Financial Services sold 87 UFP Industries shares in Q1 2024, an estimated $10.9K.
  • Richardson Financial Services first reported a position in UFP Industries in Q4 2023 and held it in 1 quarter.
  • Richardson Financial Services's UFP Industries position peaked at $10.9K in Q4 2023.
  • 426 funds tracked by Wall St. Rank held UFP Industries as of Q1 2024.

Based on Richardson Financial Services's 13F filing for Q1 2024, filed 3 May 2024.