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Stonebridge Capital Advisors’s UFP Industries UFPI Stock Holding History

Stonebridge Capital 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
2023
Q4 		– Sell
-450
Closed -$46.1K – 815
2023
Q3 		$46.1K Hold
450
– – 0.01% 373
2023
Q2 		$43.7K Buy
+450
New +$37.5K ﹤0.01% 385

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
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stonebridge Capital Advisors's UFPI Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of UFP Industries (UFPI) in Q4 2023, closing a stake of 450 shares — an estimated $46.1K sold.

Stonebridge Capital Advisors first reported a position in UFPI in Q2 2023 and held it in 2 quarters. The position peaked at $46.1K in Q3 2023. 387 funds tracked by Wall St. Rank hold UFPI as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining UFP Industries position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 450 UFP Industries shares in Q4 2023, an estimated $46.1K.
  • Stonebridge Capital Advisors first reported a position in UFP Industries in Q2 2023 and held it in 2 quarters.
  • Stonebridge Capital Advisors's UFP Industries position peaked at $46.1K in Q3 2023.
  • 387 funds tracked by Wall St. Rank held UFP Industries as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.