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Roundview Capital’s UFP Industries UFPI Stock Holding History

Roundview Capital’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
-4,835
Closed -$545K – 341
2024
Q4 		$545K Hold
4,835
– – 0.04% 262
2024
Q3 		$634K Sell
4,835
-33
-0.7% -$3.98K 0.05% 253
2024
Q2 		$545K Hold
4,868
– – 0.04% 248
2024
Q1 		$599K Hold
4,868
– – 0.05% 244
2023
Q4 		$611K Buy
+4,868
New +$526K 0.06% 230

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

Roundview Capital's UFPI Position: Q1 2025 in Review

Roundview Capital sold out of UFP Industries (UFPI) in Q1 2025, closing a stake of 4,835 shares — an estimated $545K sold.

Roundview Capital first reported a position in UFPI in Q4 2023 and held it in 5 quarters. The position peaked at $634K in Q3 2024. 436 funds tracked by Wall St. Rank hold UFPI as of Q1 2025.

  • Roundview Capital reported no remaining UFP Industries position as of Q1 2025 after selling out during the quarter.
  • Roundview Capital sold 4,835 UFP Industries shares in Q1 2025, an estimated $545K.
  • Roundview Capital first reported a position in UFP Industries in Q4 2023 and held it in 5 quarters.
  • Roundview Capital's UFP Industries position peaked at $634K in Q3 2024.
  • 436 funds tracked by Wall St. Rank held UFP Industries as of Q1 2025.

Based on Roundview Capital's 13F filing for Q1 2025, filed 6 May 2025.