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Sowell Financial Services’s UFP Industries UFPI Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-2,239
Closed -$198K – 2582
2021
Q1 		$198K Buy
+2,239
New +$140K 0.01% 1060
2020
Q4 		– Sell
-78
Closed -$4K – 2862
2020
Q3 		$4K Sell
78
-99
-56% -$5.58K ﹤0.01% 2087
2020
Q2 		$9K Hold
177
– – ﹤0.01% 1741
2020
Q1 		$7K Hold
177
– – ﹤0.01% 1739
2019
Q4 		$8K Hold
177
– – ﹤0.01% 1772
2019
Q3 		$7K Buy
+177
New +$6.88K ﹤0.01% 1654

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Sowell Financial Services's UFPI Position: Q2 2021 in Review

Sowell Financial Services sold out of UFP Industries (UFPI) in Q2 2021, closing a stake of 2,239 shares — an estimated $198K sold.

Sowell Financial Services first reported a position in UFPI in Q3 2019 and held it in 6 quarters. The position peaked at $198K in Q1 2021. 290 funds tracked by Wall St. Rank hold UFPI as of Q2 2021.

  • Sowell Financial Services reported no remaining UFP Industries position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,239 UFP Industries shares in Q2 2021, an estimated $198K.
  • Sowell Financial Services first reported a position in UFP Industries in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's UFP Industries position peaked at $198K in Q1 2021.
  • 290 funds tracked by Wall St. Rank held UFP Industries as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.