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Shaker Investments’s UFP Industries UFPI Stock Holding History

Shaker Investments’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
2025
Q1 		– Sell
-8,200
Closed -$924K – 109
2024
Q4 		$924K Buy
+8,200
New +$1.06M 0.39% 57
2024
Q3 		– Sell
-4,578
Closed -$513K – 105
2024
Q2 		$513K Buy
4,578
+33
+0.7% +$3.83K 0.22% 82
2024
Q1 		$559K Buy
+4,545
New +$528K 0.24% 79

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Shaker Investments's UFPI Position: Q1 2025 in Review

Shaker Investments sold out of UFP Industries (UFPI) in Q1 2025, closing a stake of 8,200 shares — an estimated $924K sold.

Shaker Investments first reported a position in UFPI in Q1 2024 and held it in 3 quarters. The position peaked at $924K in Q4 2024. 436 funds tracked by Wall St. Rank hold UFPI as of Q1 2025.

  • Shaker Investments reported no remaining UFP Industries position as of Q1 2025 after selling out during the quarter.
  • Shaker Investments sold 8,200 UFP Industries shares in Q1 2025, an estimated $924K.
  • Shaker Investments first reported a position in UFP Industries in Q1 2024 and held it in 3 quarters.
  • Shaker Investments's UFP Industries position peaked at $924K in Q4 2024.
  • 436 funds tracked by Wall St. Rank held UFP Industries as of Q1 2025.

Based on Shaker Investments's 13F filing for Q1 2025, filed 23 Apr 2025.