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Roberts, Glore & Co’s UFP Industries UFPI Stock Holding History

Roberts, Glore & Co’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
2025
Q1 		– Sell
-1,788
Closed -$201K – 212
2024
Q4 		$201K Hold
1,788
– – 0.06% 204
2024
Q3 		$235K Sell
1,788
-105
-6% -$12.7K 0.07% 195
2024
Q2 		$212K Hold
1,893
– – 0.06% 196
2024
Q1 		$233K Sell
1,893
-150
-7% -$17.4K 0.07% 186
2023
Q4 		$256K Sell
2,043
-78
-4% -$8.42K 0.08% 178
2023
Q3 		$217K Hold
2,121
– – 0.07% 187
2023
Q2 		$206K Buy
+2,121
New +$177K 0.07% 194
2022
Q1 		– Sell
-2,221
Closed -$204K – 213
2021
Q4 		$204K Buy
+2,221
New +$187K 0.05% 200

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Roberts, Glore & Co's UFPI Position: Q1 2025 in Review

Roberts, Glore & Co sold out of UFP Industries (UFPI) in Q1 2025, closing a stake of 1,788 shares — an estimated $201K sold.

Roberts, Glore & Co first reported a position in UFPI in Q4 2021 and held it in 8 quarters. The position peaked at $256K in Q4 2023. 436 funds tracked by Wall St. Rank hold UFPI as of Q1 2025.

  • Roberts, Glore & Co reported no remaining UFP Industries position as of Q1 2025 after selling out during the quarter.
  • Roberts, Glore & Co sold 1,788 UFP Industries shares in Q1 2025, an estimated $201K.
  • Roberts, Glore & Co first reported a position in UFP Industries in Q4 2021 and held it in 8 quarters.
  • Roberts, Glore & Co's UFP Industries position peaked at $256K in Q4 2023.
  • 436 funds tracked by Wall St. Rank held UFP Industries as of Q1 2025.

Based on Roberts, Glore & Co's 13F filing for Q1 2025, filed 9 May 2025.