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Smith Group Asset Management’s UFP Technologies UFPT Stock Holding History

Smith Group Asset Management’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,470
Closed -$132K – 371
2020
Q1 		$132K Hold
3,470
– – 0.01% 190
2019
Q4 		$172K Hold
3,470
– – 0.01% 208
2019
Q3 		$134K Buy
+3,470
New +$143K ﹤0.01% 222

Other funds holding UFPT

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DI
DRH Investments Thousand Oaks, California $123M AUM 31.65% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Smith Group Asset Management's UFPT Position: Q2 2020 in Review

Smith Group Asset Management sold out of UFP Technologies (UFPT) in Q2 2020, closing a stake of 3,470 shares — an estimated $132K sold.

Smith Group Asset Management first reported a position in UFPT in Q3 2019 and held it in 3 quarters. The position peaked at $172K in Q4 2019. 101 funds tracked by Wall St. Rank hold UFPT as of Q2 2020.

  • Smith Group Asset Management reported no remaining UFP Technologies position as of Q2 2020 after selling out during the quarter.
  • Smith Group Asset Management sold 3,470 UFP Technologies shares in Q2 2020, an estimated $132K.
  • Smith Group Asset Management first reported a position in UFP Technologies in Q3 2019 and held it in 3 quarters.
  • Smith Group Asset Management's UFP Technologies position peaked at $172K in Q4 2019.
  • 101 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2020.

Based on Smith Group Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.