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Sageworth Trust Company of South Dakota’s UFP Industries UFPI Stock Holding History

Sageworth Trust Company of South Dakota’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
Q2 		– Sell
-166
Closed -$13.2K – 196
2023
Q1 		$13.2K Hold
166
– – 0.03% 94
2022
Q4 		$13K Hold
166
– – 0.03% 96
2022
Q3 		$12K Sell
166
-42
-20% -$3.34K 0.03% 86
2022
Q2 		$14K Sell
208
-39
-16% -$2.94K 0.03% 117
2022
Q1 		$19K Hold
247
– – 0.04% 118
2021
Q4 		$23K Buy
+247
New +$20.8K 0.04% 206

Other funds holding UFPI

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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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 $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sageworth Trust Company of South Dakota's UFPI Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of UFP Industries (UFPI) in Q2 2023, closing a stake of 166 shares — an estimated $13.2K sold.

Sageworth Trust Company of South Dakota first reported a position in UFPI in Q4 2021 and held it in 6 quarters. The position peaked at $23K in Q4 2021. 359 funds tracked by Wall St. Rank hold UFPI as of Q2 2023.

  • Sageworth Trust Company of South Dakota reported no remaining UFP Industries position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 166 UFP Industries shares in Q2 2023, an estimated $13.2K.
  • Sageworth Trust Company of South Dakota first reported a position in UFP Industries in Q4 2021 and held it in 6 quarters.
  • Sageworth Trust Company of South Dakota's UFP Industries position peaked at $23K in Q4 2021.
  • 359 funds tracked by Wall St. Rank held UFP Industries as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.