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Summit Global Investments’s UFP Industries UFPI Stock Holding History

Summit Global Investments’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
2025
Q1 		– Sell
-11,216
Closed -$1.26M – 586
2024
Q4 		$1.26M Sell
11,216
-8,264
-42% -$1.07M 0.08% 172
2024
Q3 		$2.56M Sell
19,480
-5,948
-23% -$718K 0.16% 114
2024
Q2 		$2.85M Buy
25,428
+5,937
+30% +$690K 0.19% 107
2024
Q1 		$2.4M Sell
19,491
-1,744
-8% -$203K 0.18% 100
2023
Q4 		$2.67M Sell
21,235
-7,561
-26% -$816K 0.17% 105
2023
Q3 		$2.95M Buy
28,796
+3,598
+14% +$364K 0.2% 103
2023
Q2 		$2.44M Buy
25,198
+3,258
+15% +$272K 0.16% 121
2023
Q1 		$1.74M Buy
21,940
+10,767
+96% +$921K 0.13% 151
2022
Q4 		$885K Sell
11,173
-106
-0.9% -$8.1K 0.07% 213
2022
Q3 		$814K Buy
11,279
+5,379
+91% +$428K 0.08% 222
2022
Q2 		$402K Buy
+5,900
New +$445K 0.04% 358
2021
Q4 		– Sell
-4,688
Closed -$319K – 617
2021
Q3 		$319K Buy
+4,688
New +$341K 0.02% 386
2021
Q2 		– Sell
-5,488
Closed -$416K – 629
2021
Q1 		$416K Buy
+5,488
New +$343K 0.03% 388

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Summit Global Investments's UFPI Position: Q1 2025 in Review

Summit Global Investments sold out of UFP Industries (UFPI) in Q1 2025, closing a stake of 11,216 shares — an estimated $1.26M sold.

Summit Global Investments first reported a position in UFPI in Q1 2021 and held it in 13 quarters. The position peaked at $2.95M in Q3 2023. 436 funds tracked by Wall St. Rank hold UFPI as of Q1 2025.

  • Summit Global Investments reported no remaining UFP Industries position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 11,216 UFP Industries shares in Q1 2025, an estimated $1.26M.
  • Summit Global Investments first reported a position in UFP Industries in Q1 2021 and held it in 13 quarters.
  • Summit Global Investments's UFP Industries position peaked at $2.95M in Q3 2023.
  • 436 funds tracked by Wall St. Rank held UFP Industries as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.