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SpiderRock Advisors’s UFP Industries UFPI Stock Holding History

SpiderRock 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
2024
Q3 		$330K Sell
2,514
-38
-1% -$4.59K 0.01% 715
2024
Q2 		$286K Sell
2,552
-1
-0% -$116 0.01% 676
2024
Q1 		$292K Buy
+2,553
New +$297K 0.01% 629

Other funds holding UFPI

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SpiderRock Advisors's UFPI Position: Q3 2024 in Review

SpiderRock Advisors reduced its UFP Industries (UFPI) stake by 1.5% in Q3 2024, selling an estimated $4.59K and leaving 2,514 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #715.

SpiderRock Advisors first reported a position in UFPI in Q1 2024 and has held it in 3 quarters since. 439 funds tracked by Wall St. Rank hold UFPI as of Q3 2024.

  • SpiderRock Advisors held 2,514 shares of UFP Industries worth $330K as of Q3 2024.
  • SpiderRock Advisors sold 38 UFP Industries shares in Q3 2024, an estimated $4.59K.
  • UFP Industries made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #715 holding.
  • SpiderRock Advisors first reported a position in UFP Industries in Q1 2024 and has held it in 3 quarters since.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.