Smith Group Asset Management’s UFP Industries UFPI Stock Holding History

Smith Group Asset Management’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 Q1	–	Sell	-9,080	Closed	-$504K	–	342
2020 Q4	$504K	Sell	9,080 -20	-0.2%	-$1.1K	0.03%	136
2020 Q3	$514K	Sell	9,100 -1,030	-10%	-$58.1K	0.03%	127
2020 Q2	$502K	Sell	10,130 -150	-1%	-$6.39K	0.03%	131
2020 Q1	$382K	Sell	10,280 -520	-5%	-$23.9K	0.02%	133
2019 Q4	$515K	Sell	10,800 -500	-4%	-$23.6K	0.02%	144
2019 Q3	$451K	Buy	+11,300	New	+$440K	0.02%	152

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

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

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Smith Group Asset Management's UFPI Position: Q1 2021 in Review

Smith Group Asset Management sold out of UFP Industries (UFPI) in Q1 2021, closing a stake of 9,080 shares — an estimated $504K sold.

Smith Group Asset Management first reported a position in UFPI in Q3 2019 and held it in 6 quarters. The position peaked at $515K in Q4 2019. 276 funds tracked by Wall St. Rank hold UFPI as of Q1 2021.

Smith Group Asset Management reported no remaining UFP Industries position as of Q1 2021 after selling out during the quarter.
Smith Group Asset Management sold 9,080 UFP Industries shares in Q1 2021, an estimated $504K.
Smith Group Asset Management first reported a position in UFP Industries in Q3 2019 and held it in 6 quarters.
Smith Group Asset Management's UFP Industries position peaked at $515K in Q4 2019.
276 funds tracked by Wall St. Rank held UFP Industries as of Q1 2021.

Based on Smith Group Asset Management's 13F filing for Q1 2021, filed 7 May 2021.