Schroder Investment Management Group
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Schroder Investment Management Group’s UFP Industries UFPI Stock Holding History

Schroder Investment Management 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
2021
Q3 		– Sell
-10,012
Closed -$744K – 1561
2021
Q2 		$744K Sell
10,012
-5,764
-37% -$455K ﹤0.01% 1183
2021
Q1 		$1.2M Sell
15,776
-19,298
-55% -$1.21M ﹤0.01% 1116
2020
Q4 		$1.95M Sell
35,074
-23,340
-40% -$1.28M ﹤0.01% 1006
2020
Q3 		$3.34M Buy
+58,414
New +$3.29M 0.01% 802
2016
Q1 		– Sell
-196,200
Closed -$4.47M – 1222
2015
Q4 		$4.47M Sell
196,200
-347,700
-64% -$8.26M 0.01% 768
2015
Q3 		$10.5M Sell
543,900
-82,500
-13% -$1.64M 0.02% 585
2015
Q2 		$10.9M Sell
626,400
-15,300
-2% -$280K 0.02% 618
2015
Q1 		$11.6M Sell
641,700
-11,400
-2% -$198K 0.02% 613
2014
Q4 		$11.6M Hold
653,100
– – 0.02% 608
2014
Q3 		$9.3M Hold
653,100
– – 0.01% 679
2014
Q2 		$10.5M Sell
653,100
-16,500
-2% -$278K 0.01% 623
2014
Q1 		$12.4M Buy
669,600
+268,500
+67% +$4.78M 0.01% 580
2013
Q4 		$6.97M Sell
401,100
-40,500
-9% -$667K 0.01% 734
2013
Q3 		$6.18M Buy
441,600
+3,300
+0.8% +$43.9K 0.02% 731
2013
Q2 		$5.83M Buy
+438,300
New +$5.71M 0.02% 723

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Schroder Investment Management Group's UFPI Position: Q3 2021 in Review

Schroder Investment Management Group sold out of UFP Industries (UFPI) in Q3 2021, closing a stake of 10,012 shares — an estimated $744K sold.

Schroder Investment Management Group first reported a position in UFPI in Q2 2013 and held it in 15 quarters. The position peaked at $12.4M in Q1 2014. 288 funds tracked by Wall St. Rank hold UFPI as of Q3 2021.

  • Schroder Investment Management Group reported no remaining UFP Industries position as of Q3 2021 after selling out during the quarter.
  • Schroder Investment Management Group sold 10,012 UFP Industries shares in Q3 2021, an estimated $744K.
  • Schroder Investment Management Group first reported a position in UFP Industries in Q2 2013 and held it in 15 quarters.
  • Schroder Investment Management Group's UFP Industries position peaked at $12.4M in Q1 2014.
  • 288 funds tracked by Wall St. Rank held UFP Industries as of Q3 2021.

Based on Schroder Investment Management Group's 13F filing for Q3 2021, filed 12 Nov 2021.