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SkyOak Wealth’s UFP Industries UFPI Stock Holding History

SkyOak Wealth’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
2024
Q4 		– Sell
-2,341
Closed -$307K – 282
2024
Q3 		$307K Buy
+2,341
New +$283K 0.07% 164
2022
Q2 		– Sell
-2,696
Closed -$208K – 254
2022
Q1 		$208K Buy
+2,696
New +$225K 0.06% 219

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SkyOak Wealth's UFPI Position: Q4 2024 in Review

SkyOak Wealth sold out of UFP Industries (UFPI) in Q4 2024, closing a stake of 2,341 shares — an estimated $307K sold.

SkyOak Wealth first reported a position in UFPI in Q1 2022 and held it in 2 quarters. The position peaked at $307K in Q3 2024. 439 funds tracked by Wall St. Rank hold UFPI as of Q4 2024.

  • SkyOak Wealth reported no remaining UFP Industries position as of Q4 2024 after selling out during the quarter.
  • SkyOak Wealth sold 2,341 UFP Industries shares in Q4 2024, an estimated $307K.
  • SkyOak Wealth first reported a position in UFP Industries in Q1 2022 and held it in 2 quarters.
  • SkyOak Wealth's UFP Industries position peaked at $307K in Q3 2024.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q4 2024.

Based on SkyOak Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.