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Sonora Investment Management’s UFP Industries UFPI Stock Holding History

Sonora Investment 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
Q3 		$3K Hold
50
– – ﹤0.01% 957
2021
Q2 		$4K Buy
+50
New +$3.95K ﹤0.01% 844
2015
Q4 		– Sell
-99
Closed -$2K – 1142
2015
Q3 		$2K Buy
+99
New +$1.97K ﹤0.01% 1010

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Sonora Investment Management's UFPI Position: Q3 2021 in Review

Sonora Investment Management held its UFP Industries (UFPI) position steady in Q3 2021 at 50 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Sonora Investment Management first reported a position in UFPI in Q3 2015 and has held it in 3 quarters since. The position peaked at $4K in Q2 2021. 288 funds tracked by Wall St. Rank hold UFPI as of Q3 2021.

  • Sonora Investment Management held 50 shares of UFP Industries worth $3K as of Q3 2021.
  • Sonora Investment Management left its UFP Industries share count unchanged in Q3 2021.
  • UFP Industries made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #957 holding.
  • Sonora Investment Management first reported a position in UFP Industries in Q3 2015 and has held it in 3 quarters since.
  • Sonora Investment Management's UFP Industries position peaked at $4K in Q2 2021.
  • 288 funds tracked by Wall St. Rank held UFP Industries as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.