Systematic Alpha Investments’s UFP Industries UFPI Stock Holding History

Systematic Alpha 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 Q3	–	Sell	-3,200	Closed	-$318K	–	244
2025 Q2	$318K	Hold	3,200	–	–	0.01%	182
2025 Q1	$343K	Hold	3,200	–	–	0.01%	178
2024 Q4	$360K	Hold	3,200	–	–	0.01%	173
2024 Q3	$420K	Hold	3,200	–	–	0.02%	162
2024 Q2	$358K	Hold	3,200	–	–	0.01%	168
2024 Q1	$394K	Hold	3,200	–	–	0.02%	172
2023 Q4	$402K	Hold	3,200	–	–	0.02%	167
2023 Q3	$328K	Hold	3,200	–	–	0.02%	169
2023 Q2	$311K	Hold	3,200	–	–	0.02%	179
2023 Q1	$254K	Hold	3,200	–	–	0.01%	192
2022 Q4	$254K	Sell	3,200 -5,400	-63%	-$413K	0.01%	192
2022 Q3	$621K	Hold	8,600	–	–	0.04%	111
2022 Q2	$586K	Hold	8,600	–	–	0.03%	120
2022 Q1	$664K	Buy	+8,600	New	+$718K	0.03%	128

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Systematic Alpha Investments's UFPI Position: Q3 2025 in Review

Systematic Alpha Investments sold out of UFP Industries (UFPI) in Q3 2025, closing a stake of 3,200 shares — an estimated $318K sold.

Systematic Alpha Investments first reported a position in UFPI in Q1 2022 and held it in 14 quarters. The position peaked at $664K in Q1 2022. 414 funds tracked by Wall St. Rank hold UFPI as of Q3 2025.

Systematic Alpha Investments reported no remaining UFP Industries position as of Q3 2025 after selling out during the quarter.
Systematic Alpha Investments sold 3,200 UFP Industries shares in Q3 2025, an estimated $318K.
Systematic Alpha Investments first reported a position in UFP Industries in Q1 2022 and held it in 14 quarters.
Systematic Alpha Investments's UFP Industries position peaked at $664K in Q1 2022.
414 funds tracked by Wall St. Rank held UFP Industries as of Q3 2025.

Based on Systematic Alpha Investments's 13F filing for Q3 2025, filed 12 Nov 2025.