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Shellback Capital’s UFP Industries UFPI Stock Holding History

Shellback Capital’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
-58,356
Closed -$4.34M – 136
2021
Q2 		$4.34M Buy
+58,356
New +$4.61M 0.23% 94
2019
Q3 		– Sell
-63,924
Closed -$2.43M – 95
2019
Q2 		$2.43M Buy
+63,924
New +$2.22M 0.3% 75

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

Shellback Capital's UFPI Position: Q3 2021 in Review

Shellback Capital sold out of UFP Industries (UFPI) in Q3 2021, closing a stake of 58,356 shares — an estimated $4.34M sold.

Shellback Capital first reported a position in UFPI in Q2 2019 and held it in 2 quarters. The position peaked at $4.34M in Q2 2021. 288 funds tracked by Wall St. Rank hold UFPI as of Q3 2021.

  • Shellback Capital reported no remaining UFP Industries position as of Q3 2021 after selling out during the quarter.
  • Shellback Capital sold 58,356 UFP Industries shares in Q3 2021, an estimated $4.34M.
  • Shellback Capital first reported a position in UFP Industries in Q2 2019 and held it in 2 quarters.
  • Shellback Capital's UFP Industries position peaked at $4.34M in Q2 2021.
  • 288 funds tracked by Wall St. Rank held UFP Industries as of Q3 2021.

Based on Shellback Capital's 13F filing for Q3 2021, filed 15 Nov 2021.