SWM
UFPI icon

Sugarloaf Wealth Management’s UFP Industries UFPI Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$13.5K Hold
120
– – ﹤0.01% 455
2024
Q3 		$15.7K Hold
120
– – ﹤0.01% 449
2024
Q2 		$13.4K Hold
120
– – ﹤0.01% 450
2024
Q1 		$14.8K Hold
120
– – ﹤0.01% 447
2023
Q4 		$15.1K Hold
120
– – ﹤0.01% 439
2023
Q3 		$12.3K Hold
120
– – ﹤0.01% 441
2023
Q2 		$11.6K Hold
120
– – ﹤0.01% 459
2023
Q1 		$9.54K Hold
120
– – ﹤0.01% 482
2022
Q4 		$9.51K Hold
120
– – ﹤0.01% 502
2022
Q3 		$9K Buy
+120
New +$9.54K ﹤0.01% 545
2022
Q2 		– Sell
-120
Closed -$9.04K – 833
2022
Q1 		$9K Hold
120
– – ﹤0.01% 500
2021
Q4 		$11K Hold
120
– – ﹤0.01% 501
2021
Q3 		$8K Hold
120
– – ﹤0.01% 549
2021
Q2 		$9K Hold
120
– – ﹤0.01% 517
2021
Q1 		$9 Hold
120
– – ﹤0.01% 514
2020
Q4 		$7K Hold
120
– – ﹤0.01% 515
2020
Q3 		$7K Hold
120
– – ﹤0.01% 489
2020
Q2 		$6K Hold
120
– – ﹤0.01% 504
2020
Q1 		$4K Hold
120
– – ﹤0.01% 551
2019
Q4 		$6K Buy
+120
New +$5.66K ﹤0.01% 529

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

Sugarloaf Wealth Management's UFPI Position: Q4 2024 in Review

Sugarloaf Wealth Management held its UFP Industries (UFPI) position steady in Q4 2024 at 120 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Sugarloaf Wealth Management first reported a position in UFPI in Q4 2019 and has held it in 20 quarters since. The position peaked at $15.7K in Q3 2024. 439 funds tracked by Wall St. Rank hold UFPI as of Q4 2024.

  • Sugarloaf Wealth Management held 120 shares of UFP Industries worth $13.5K as of Q4 2024.
  • Sugarloaf Wealth Management left its UFP Industries share count unchanged in Q4 2024.
  • UFP Industries made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #455 holding.
  • Sugarloaf Wealth Management first reported a position in UFP Industries in Q4 2019 and has held it in 20 quarters since.
  • Sugarloaf Wealth Management's UFP Industries position peaked at $15.7K in Q3 2024.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.