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Sageworth Trust’s UFP Industries UFPI Stock Holding History

Sageworth Trust’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
-76
Closed -$6.04K – 417
2023
Q1 		$6.04K Hold
76
– – ﹤0.01% 351
2022
Q4 		$6K Hold
76
– – ﹤0.01% 243
2022
Q3 		$5K Hold
76
– – ﹤0.01% 249
2022
Q2 		$5K Hold
76
– – ﹤0.01% 279
2022
Q1 		$6K Hold
76
– – ﹤0.01% 233
2021
Q4 		$7K Sell
76
-254
-77% -$21.4K ﹤0.01% 343
2021
Q3 		$22K Hold
330
– – ﹤0.01% 346
2021
Q2 		$25K Buy
+330
New +$26.1K ﹤0.01% 344

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $1.61T AUM 30.72% 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's UFPI Position: Q2 2023 in Review

Sageworth Trust sold out of UFP Industries (UFPI) in Q2 2023, closing a stake of 76 shares — an estimated $6.04K sold.

Sageworth Trust first reported a position in UFPI in Q2 2021 and held it in 8 quarters. The position peaked at $25K in Q2 2021. 359 funds tracked by Wall St. Rank hold UFPI as of Q2 2023.

  • Sageworth Trust reported no remaining UFP Industries position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 76 UFP Industries shares in Q2 2023, an estimated $6.04K.
  • Sageworth Trust first reported a position in UFP Industries in Q2 2021 and held it in 8 quarters.
  • Sageworth Trust's UFP Industries position peaked at $25K in Q2 2021.
  • 359 funds tracked by Wall St. Rank held UFP Industries as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.