Snowden Capital Advisors’s UFP Industries UFPI Stock Holding History

Snowden Capital 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
2026 Q1	$222K	Sell	2,407 -556	-19%	-$56.2K	0.01%	1170
2025 Q4	$270K	Sell	2,963 -341	-10%	-$31.2K	0.01%	1086
2025 Q3	$309K	Buy	3,304 +2	+0.1%	+$202	0.01%	1013
2025 Q2	$328K	Sell	3,302 -24	-0.7%	-$2.42K	0.01%	957
2025 Q1	$356K	Sell	3,326 -186	-5%	-$20.8K	0.01%	902
2024 Q4	$396K	Buy	3,512 +318	+10%	+$41K	0.01%	870
2024 Q3	$419K	Sell	3,194 -129	-4%	-$15.6K	0.01%	853
2024 Q2	$372K	Buy	3,323 +122	+4%	+$14.2K	0.01%	881
2024 Q1	$394K	Sell	3,201 -58	-2%	-$6.74K	0.01%	865
2023 Q4	$409K	Sell	3,259 -91	-3%	-$9.83K	0.02%	780
2023 Q3	$343K	Buy	3,350 +786	+31%	+$79.4K	0.01%	809
2023 Q2	$249K	Sell	2,564 -4,858	-65%	-$405K	0.01%	1025
2023 Q1	$590K	Buy	7,422 +2,374	+47%	+$203K	0.02%	652
2022 Q4	$400K	Buy	5,048 +227	+5%	+$17.3K	0.02%	808
2022 Q3	$347K	Buy	4,821 +117	+2%	+$9.31K	0.02%	836
2022 Q2	$320K	Buy	+4,704	New	+$354K	0.01%	832

Other funds holding UFPI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return