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	–	2587
2021 Q1	$198K	Buy	+2,239	New	+$140K	0.01%	1060
2020 Q4	–	Sell	-78	Closed	-$4K	–	2872
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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

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

T. Rowe Price Associates

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

Franklin Resources

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Loomis, Sayles & Company

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