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Strategic Investment Management’s UFP Industries UFPI Stock Holding History

Strategic Investment Management’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
2016
Q4 		– Sell
-16,710
Closed -$548K – 142
2016
Q3 		$548K Buy
16,710
+2,616
+19% +$90.7K 0.39% 10
2016
Q2 		$435K Buy
+14,094
New +$397K 0.23% 16

Other funds holding UFPI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strategic Investment Management's UFPI Position: Q4 2016 in Review

Strategic Investment Management sold out of UFP Industries (UFPI) in Q4 2016, closing a stake of 16,710 shares — an estimated $548K sold.

Strategic Investment Management first reported a position in UFPI in Q2 2016 and held it in 2 quarters. The position peaked at $548K in Q3 2016. 208 funds tracked by Wall St. Rank hold UFPI as of Q4 2016.

  • Strategic Investment Management reported no remaining UFP Industries position as of Q4 2016 after selling out during the quarter.
  • Strategic Investment Management sold 16,710 UFP Industries shares in Q4 2016, an estimated $548K.
  • Strategic Investment Management first reported a position in UFP Industries in Q2 2016 and held it in 2 quarters.
  • Strategic Investment Management's UFP Industries position peaked at $548K in Q3 2016.
  • 208 funds tracked by Wall St. Rank held UFP Industries as of Q4 2016.

Based on Strategic Investment Management's 13F filing for Q4 2016, filed 15 Feb 2017.