SFI
UFPT icon

Susquehanna Fundamental Investments’s UFP Technologies UFPT Stock Holding History

Susquehanna Fundamental Investments’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,200
Closed -$233K – 589
2023
Q2 		$233K Sell
1,200
-585
-33% -$90.6K 0.01% 561
2023
Q1 		$232K Sell
1,785
-1,014
-36% -$118K 0.01% 837
2022
Q4 		$330K Buy
+2,799
New +$298K 0.01% 970

Other funds holding UFPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Susquehanna Fundamental Investments's UFPT Position: Q3 2023 in Review

Susquehanna Fundamental Investments sold out of UFP Technologies (UFPT) in Q3 2023, closing a stake of 1,200 shares — an estimated $233K sold.

Susquehanna Fundamental Investments first reported a position in UFPT in Q4 2022 and held it in 3 quarters. The position peaked at $330K in Q4 2022. 208 funds tracked by Wall St. Rank hold UFPT as of Q3 2023.

  • Susquehanna Fundamental Investments reported no remaining UFP Technologies position as of Q3 2023 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 1,200 UFP Technologies shares in Q3 2023, an estimated $233K.
  • Susquehanna Fundamental Investments first reported a position in UFP Technologies in Q4 2022 and held it in 3 quarters.
  • Susquehanna Fundamental Investments's UFP Technologies position peaked at $330K in Q4 2022.
  • 208 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2023, filed 14 Nov 2023.