Simon Quick Advisors’s UFP Industries UFPI Stock Holding History

Simon Quick Advisors’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
2020 Q1	–	Sell	-169	Closed	-$8K	–	705
2019 Q4	$8K	Buy	+169	New	+$7.96K	﹤0.01%	430

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simon Quick Advisors's UFPI Position: Q1 2020 in Review

Simon Quick Advisors sold out of UFP Industries (UFPI) in Q1 2020, closing a stake of 169 shares — an estimated $8K sold.

Simon Quick Advisors first reported a position in UFPI in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 238 funds tracked by Wall St. Rank hold UFPI as of Q1 2020.

Simon Quick Advisors reported no remaining UFP Industries position as of Q1 2020 after selling out during the quarter.
Simon Quick Advisors sold 169 UFP Industries shares in Q1 2020, an estimated $8K.
Simon Quick Advisors first reported a position in UFP Industries in Q4 2019 and held it in 1 quarter.
Simon Quick Advisors's UFP Industries position peaked at $8K in Q4 2019.
238 funds tracked by Wall St. Rank held UFP Industries as of Q1 2020.

Based on Simon Quick Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.