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Steward Financial Group’s UFP Industries UFPI Stock Holding History

Steward Financial Group’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
2023
Q3 		$6K Buy
+59
New +$5.96K ﹤0.01% 574
2023
Q2 		– Sell
-48
Closed -$3K – 976
2023
Q1 		$3K Buy
48
+25
+109% +$2.14K ﹤0.01% 448
2022
Q4 		$1K Buy
+23
New +$1.76K ﹤0.01% 485
2022
Q3 		– Sell
-23
Closed -$1K – 1239
2022
Q2 		$1K Buy
+23
New +$1.73K ﹤0.01% 884

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's UFPI Position: Q3 2023 in Review

Steward Financial Group opened a new position in UFP Industries (UFPI) in Q3 2023: 59 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #574 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in UFPI as recently as Q1 2023.

Steward Financial Group first reported a position in UFPI in Q2 2022 and has held it in 4 quarters since. 362 funds tracked by Wall St. Rank hold UFPI as of Q3 2023.

  • Steward Financial Group held 59 shares of UFP Industries worth $6K as of Q3 2023.
  • UFP Industries was a new Steward Financial Group position in Q3 2023.
  • UFP Industries made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #574 holding.
  • Steward Financial Group first reported a position in UFP Industries in Q2 2022 and has held it in 4 quarters since.
  • 362 funds tracked by Wall St. Rank held UFP Industries as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.