Systematic Financial Management’s UFP Industries UFPI Stock Holding History

Systematic Financial 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
2016 Q2	–	Sell	-63,225	Closed	-$1.81M	–	647
2016 Q1	$1.81M	Sell	63,225 -10,620	-14%	-$253K	0.02%	364
2015 Q4	$1.68M	Buy	+73,845	New	+$1.75M	0.02%	434
2015 Q2	–	Sell	-140,100	Closed	-$2.59M	–	731
2015 Q1	$2.59M	Buy	140,100 +11,175	+9%	+$194K	0.02%	426
2014 Q4	$2.29M	Sell	128,925 -20,745	-14%	-$336K	0.02%	482
2014 Q3	$2.13M	Buy	149,670 +33,585	+29%	+$518K	0.02%	534
2014 Q2	$1.87M	Buy	116,085 +5,355	+5%	+$90.3K	0.01%	550
2014 Q1	$2.04M	Buy	+110,730	New	+$1.97M	0.01%	406

Other funds holding UFPI

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Systematic Financial Management's UFPI Position: Q2 2016 in Review

Systematic Financial Management sold out of UFP Industries (UFPI) in Q2 2016, closing a stake of 63,225 shares — an estimated $1.81M sold.

Systematic Financial Management first reported a position in UFPI in Q1 2014 and held it in 7 quarters. The position peaked at $2.59M in Q1 2015. 214 funds tracked by Wall St. Rank hold UFPI as of Q2 2016.

Systematic Financial Management reported no remaining UFP Industries position as of Q2 2016 after selling out during the quarter.
Systematic Financial Management sold 63,225 UFP Industries shares in Q2 2016, an estimated $1.81M.
Systematic Financial Management first reported a position in UFP Industries in Q1 2014 and held it in 7 quarters.
Systematic Financial Management's UFP Industries position peaked at $2.59M in Q1 2015.
214 funds tracked by Wall St. Rank held UFP Industries as of Q2 2016.

Based on Systematic Financial Management's 13F filing for Q2 2016, filed 9 Aug 2016.