SFSIG
UFPI icon

San Francisco Sentry Investment Group’s UFP Industries UFPI Stock Holding History

San Francisco Sentry Investment Group’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
2018
Q4 		– Sell
-60
Closed -$2K – 1072
2018
Q3 		$2K Buy
+60
New +$2.21K ﹤0.01% 812

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

San Francisco Sentry Investment Group's UFPI Position: Q4 2018 in Review

San Francisco Sentry Investment Group sold out of UFP Industries (UFPI) in Q4 2018, closing a stake of 60 shares — an estimated $2K sold.

San Francisco Sentry Investment Group first reported a position in UFPI in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 206 funds tracked by Wall St. Rank hold UFPI as of Q4 2018.

  • San Francisco Sentry Investment Group reported no remaining UFP Industries position as of Q4 2018 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 60 UFP Industries shares in Q4 2018, an estimated $2K.
  • San Francisco Sentry Investment Group first reported a position in UFP Industries in Q3 2018 and held it in 1 quarter.
  • San Francisco Sentry Investment Group's UFP Industries position peaked at $2K in Q3 2018.
  • 206 funds tracked by Wall St. Rank held UFP Industries as of Q4 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2018, filed 30 Jan 2019.