TFO
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Tarbox Family Office’s UFP Industries UFPI Stock Holding History

Tarbox Family Office’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
2022
Q2 		– Sell
-97
Closed -$7K – 924
2022
Q1 		$7K Hold
97
– – ﹤0.01% 450
2021
Q4 		$9K Hold
97
– – ﹤0.01% 478
2021
Q3 		$7K Hold
97
– – ﹤0.01% 569
2021
Q2 		$7K Hold
97
– – ﹤0.01% 562
2021
Q1 		$7K Hold
97
– – ﹤0.01% 486
2020
Q4 		$5K Hold
97
– – ﹤0.01% 548
2020
Q3 		$5K Hold
97
– – ﹤0.01% 494
2020
Q2 		$5K Hold
97
– – ﹤0.01% 495
2020
Q1 		$4K Sell
97
-35
-27% -$1.61K ﹤0.01% 494
2019
Q4 		$6K Hold
132
– – ﹤0.01% 470
2019
Q3 		$5K Hold
132
– – ﹤0.01% 470
2019
Q2 		$5K Buy
+132
New +$4.58K ﹤0.01% 465

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tarbox Family Office's UFPI Position: Q2 2022 in Review

Tarbox Family Office sold out of UFP Industries (UFPI) in Q2 2022, closing a stake of 97 shares — an estimated $7K sold.

Tarbox Family Office first reported a position in UFPI in Q2 2019 and held it in 12 quarters. The position peaked at $9K in Q4 2021. 318 funds tracked by Wall St. Rank hold UFPI as of Q2 2022.

  • Tarbox Family Office reported no remaining UFP Industries position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 97 UFP Industries shares in Q2 2022, an estimated $7K.
  • Tarbox Family Office first reported a position in UFP Industries in Q2 2019 and held it in 12 quarters.
  • Tarbox Family Office's UFP Industries position peaked at $9K in Q4 2021.
  • 318 funds tracked by Wall St. Rank held UFP Industries as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.