Shell Asset Management’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $110K | Sell |
1,173
-1,422
| -55% | -$144K | 0.01% | 622 |
|
|
2025
Q2 | $258K | Sell |
2,595
-439
| -14% | -$44.3K | 0.01% | 685 |
|
|
2025
Q1 | $325K | Sell |
3,034
-123
| -4% | -$13.7K | 0.02% | 592 |
|
|
2024
Q4 | $356K | Hold |
3,157
| – | – | 0.02% | 607 |
|
|
2024
Q3 | $414K | Buy |
+3,157
| New | +$381K | 0.02% | 559 |
|
|
2024
Q1 | $354K | Sell |
3,157
-321
| -9% | -$37.3K | 0.02% | 603 |
|
|
2023
Q4 | $437K | Sell |
3,478
-1,036
| -23% | -$112K | 0.02% | 562 |
|
|
2023
Q3 | $462K | Sell |
4,514
-78
| -2% | -$7.88K | 0.02% | 596 |
|
|
2023
Q2 | $446K | Sell |
4,592
-26
| -0.6% | -$2.17K | 0.02% | 622 |
|
|
2023
Q1 | $367K | Sell |
4,618
-16
| -0.3% | -$1.37K | 0.02% | 693 |
|
|
2022
Q4 | $367K | Sell |
4,634
-984
| -18% | -$75.2K | 0.02% | 687 |
|
|
2022
Q3 | $405K | Sell |
5,618
-1,453
| -21% | -$116K | 0.02% | 678 |
|
|
2022
Q2 | $482K | Buy |
7,071
+24
| +0.3% | +$1.81K | 0.01% | 738 |
|
|
2022
Q1 | $544K | Sell |
7,047
-1,039
| -13% | -$86.7K | 0.01% | 765 |
|
|
2021
Q4 | $744K | Buy |
8,086
+25
| +0.3% | +$2.1K | 0.02% | 714 |
|
|
2021
Q3 | $548K | Sell |
8,061
-340
| -4% | -$24.7K | 0.01% | 826 |
|
|
2021
Q2 | $625K | Buy |
8,401
+460
| +6% | +$36.3K | 0.01% | 808 |
|
|
2021
Q1 | $602K | Sell |
7,941
-50
| -0.6% | -$3.13K | 0.01% | 771 |
|
|
2020
Q4 | $444K | Hold |
7,991
| – | – | 0.01% | 847 |
|
|
2020
Q3 | $452K | Hold |
7,991
| – | – | 0.01% | 727 |
|
|
2020
Q2 | $396K | Sell |
7,991
-66
| -0.8% | -$2.81K | 0.01% | 766 |
|
|
2020
Q1 | $300K | Sell |
8,057
-124
| -2% | -$5.7K | 0.01% | 871 |
|
|
2019
Q4 | $390K | Sell |
8,181
-159
| -2% | -$7.49K | 0.01% | 973 |
|
|
2019
Q3 | $333K | Sell |
8,340
-69
| -0.8% | -$2.68K | 0.01% | 1044 |
|
|
2019
Q2 | $320K | Sell |
8,409
-195
| -2% | -$6.76K | 0.01% | 1049 |
|
|
2019
Q1 | $257K | Hold |
8,604
| – | – | 0.01% | 1067 |
|
|
2018
Q4 | $223K | Sell |
8,604
-700
| -8% | -$20.1K | 0.01% | 1027 |
|
|
2018
Q3 | $329K | Hold |
9,304
| – | – | 0.01% | 1051 |
|
|
2018
Q2 | $341K | Sell |
9,304
-533
| -5% | -$18.7K | 0.01% | 1008 |
|
|
2018
Q1 | $319K | Hold |
9,837
| – | – | 0.01% | 1005 |
|
|
2017
Q4 | $370K | Hold |
9,837
| – | – | 0.01% | 976 |
|
|
2017
Q3 | $322K | Sell |
9,837
-450
| -4% | -$13K | 0.01% | 971 |
|
|
2017
Q2 | $299K | Hold |
10,287
| – | – | 0.01% | 1004 |
|
|
2017
Q1 | $338K | Sell |
10,287
-717
| -7% | -$24K | 0.01% | 986 |
|
|
2016
Q4 | $375K | Buy |
+11,004
| New | +$359K | 0.01% | 944 |
|
Other funds holding UFPI
WA
Shell Asset Management's UFPI Position: Q3 2025 in Review
Shell Asset Management reduced its UFP Industries (UFPI) stake by 55% in Q3 2025, selling an estimated $144K and leaving 1,173 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #622.
Shell Asset Management first reported a position in UFPI in Q4 2016 and has held it in 35 quarters since. The position peaked at $744K in Q4 2021. 414 funds tracked by Wall St. Rank hold UFPI as of Q3 2025.
- Shell Asset Management held 1,173 shares of UFP Industries worth $110K as of Q3 2025.
- Shell Asset Management sold 1,422 UFP Industries shares in Q3 2025, an estimated $144K.
- UFP Industries made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #622 holding.
- Shell Asset Management first reported a position in UFP Industries in Q4 2016 and has held it in 35 quarters since.
- Shell Asset Management's UFP Industries position peaked at $744K in Q4 2021.
- 414 funds tracked by Wall St. Rank held UFP Industries as of Q3 2025.
Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.