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SummerHaven Investment Management’s UFP Industries UFPI Stock Holding History

SummerHaven 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
2024
Q3 		– Sell
-7,732
Closed -$866K – 278
2024
Q2 		$866K Buy
7,732
+130
+2% +$15.1K 0.57% 71
2024
Q1 		$935K Buy
7,602
+80
+1% +$9.29K 0.59% 61
2023
Q4 		$944K Buy
7,522
+88
+1% +$9.5K 0.61% 39
2023
Q3 		$761K Sell
7,434
-2,117
-22% -$214K 0.56% 51
2023
Q2 		$927K Sell
9,551
-1,510
-14% -$126K 0.59% 53
2023
Q1 		$879K Buy
11,061
+205
+2% +$17.5K 0.51% 87
2022
Q4 		$860K Buy
10,856
+142
+1% +$10.8K 0.51% 78
2022
Q3 		$773K Sell
10,714
-1,570
-13% -$125K 0.53% 64
2022
Q2 		$837K Hold
12,284
– – 0.56% 76
2022
Q1 		$948K Buy
12,284
+542
+5% +$45.2K 0.54% 72
2021
Q4 		$1.08M Hold
11,742
– – 0.58% 42
2021
Q3 		$798K Buy
+11,742
New +$853K 0.47% 140

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

SummerHaven Investment Management's UFPI Position: Q3 2024 in Review

SummerHaven Investment Management sold out of UFP Industries (UFPI) in Q3 2024, closing a stake of 7,732 shares — an estimated $866K sold.

SummerHaven Investment Management first reported a position in UFPI in Q3 2021 and held it in 12 quarters. The position peaked at $1.08M in Q4 2021. 439 funds tracked by Wall St. Rank hold UFPI as of Q3 2024.

  • SummerHaven Investment Management reported no remaining UFP Industries position as of Q3 2024 after selling out during the quarter.
  • SummerHaven Investment Management sold 7,732 UFP Industries shares in Q3 2024, an estimated $866K.
  • SummerHaven Investment Management first reported a position in UFP Industries in Q3 2021 and held it in 12 quarters.
  • SummerHaven Investment Management's UFP Industries position peaked at $1.08M in Q4 2021.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q3 2024.

Based on SummerHaven Investment Management's 13F filing for Q3 2024, filed 16 Oct 2024.