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Schubert & Co’s UFP Industries UFPI Stock Holding History

Schubert & Co’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
-39
Closed -$3.1K – 1430
2023
Q1 		$3.1K Buy
39
+9
+30% +$770 ﹤0.01% 696
2022
Q4 		$2.38K Sell
30
-15
-33% -$1.15K ﹤0.01% 781
2022
Q3 		$3K Buy
45
+12
+36% +$954 ﹤0.01% 687
2022
Q2 		$2K Buy
33
+17
+106% +$1.28K ﹤0.01% 903
2022
Q1 		$1K Buy
16
+5
+45% +$417 ﹤0.01% 948
2021
Q4 		$1K Buy
+11
New +$925 ﹤0.01% 893

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

Schubert & Co's UFPI Position: Q2 2023 in Review

Schubert & Co sold out of UFP Industries (UFPI) in Q2 2023, closing a stake of 39 shares — an estimated $3.1K sold.

Schubert & Co first reported a position in UFPI in Q4 2021 and held it in 6 quarters. The position peaked at $3.1K in Q1 2023. 359 funds tracked by Wall St. Rank hold UFPI as of Q2 2023.

  • Schubert & Co reported no remaining UFP Industries position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 39 UFP Industries shares in Q2 2023, an estimated $3.1K.
  • Schubert & Co first reported a position in UFP Industries in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's UFP Industries position peaked at $3.1K in Q1 2023.
  • 359 funds tracked by Wall St. Rank held UFP Industries as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.