SI
UFPI icon

Stephens Inc’s UFP Industries UFPI Stock Holding History

Stephens Inc’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
Q4 		– Sell
-1,722
Closed -$226K – 1345
2024
Q3 		$226K Buy
+1,722
New +$208K ﹤0.01% 1149
2024
Q2 		– Sell
-1,716
Closed -$211K – 1353
2024
Q1 		$211K Buy
1,716
+7
+0.4% +$813 ﹤0.01% 1146
2023
Q4 		$215K Sell
1,709
-14,610
-90% -$1.58M ﹤0.01% 1055
2023
Q3 		$1.67M Sell
16,319
-1,844
-10% -$186K 0.03% 409
2023
Q2 		$1.76M Sell
18,163
-3,765
-17% -$314K 0.03% 408
2023
Q1 		$1.74M Buy
+21,928
New +$1.88M 0.03% 419

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stephens Inc's UFPI Position: Q4 2024 in Review

Stephens Inc sold out of UFP Industries (UFPI) in Q4 2024, closing a stake of 1,722 shares — an estimated $226K sold.

Stephens Inc first reported a position in UFPI in Q1 2023 and held it in 6 quarters. The position peaked at $1.76M in Q2 2023. 439 funds tracked by Wall St. Rank hold UFPI as of Q4 2024.

  • Stephens Inc reported no remaining UFP Industries position as of Q4 2024 after selling out during the quarter.
  • Stephens Inc sold 1,722 UFP Industries shares in Q4 2024, an estimated $226K.
  • Stephens Inc first reported a position in UFP Industries in Q1 2023 and held it in 6 quarters.
  • Stephens Inc's UFP Industries position peaked at $1.76M in Q2 2023.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q4 2024.

Based on Stephens Inc's 13F filing for Q4 2024, filed 28 Jan 2025.