TD Asset Management
UFPI icon

TD Asset Management’s UFP Industries UFPI Stock Holding History

TD Asset 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
2025
Q1 		– Sell
-14,600
Closed -$1.64M – 1275
2024
Q4 		$1.64M Buy
+14,600
New +$1.88M ﹤0.01% 1050
2023
Q1 		– Sell
-13,800
Closed -$1.09M – 1462
2022
Q4 		$1.09M Buy
13,800
+2,600
+23% +$199K ﹤0.01% 1124
2022
Q3 		$807K Buy
11,200
+6,700
+149% +$533K ﹤0.01% 1218
2022
Q2 		$307K Buy
+4,500
New +$339K ﹤0.01% 1352
2021
Q4 		– Sell
-10,400
Closed -$707K – 1548
2021
Q3 		$707K Sell
10,400
-13,900
-57% -$1.01M ﹤0.01% 1333
2021
Q2 		$1.8M Sell
24,300
-27,600
-53% -$2.18M ﹤0.01% 1127
2021
Q1 		$3.94M Buy
51,900
+4,200
+9% +$263K ﹤0.01% 897
2020
Q4 		$2.65M Sell
47,700
-31,700
-40% -$1.74M ﹤0.01% 951
2020
Q3 		$4.49M Buy
79,400
+7,600
+11% +$429K 0.01% 735
2020
Q2 		$3.56M Buy
71,800
+5,200
+8% +$221K 0.01% 733
2020
Q1 		$2.48M Buy
66,600
+49,200
+283% +$2.26M ﹤0.01% 777
2019
Q4 		$830K Buy
+17,400
New +$820K ﹤0.01% 1138

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

TD Asset Management's UFPI Position: Q1 2025 in Review

TD Asset Management sold out of UFP Industries (UFPI) in Q1 2025, closing a stake of 14,600 shares — an estimated $1.64M sold.

TD Asset Management first reported a position in UFPI in Q4 2019 and held it in 12 quarters. The position peaked at $4.49M in Q3 2020. 436 funds tracked by Wall St. Rank hold UFPI as of Q1 2025.

  • TD Asset Management reported no remaining UFP Industries position as of Q1 2025 after selling out during the quarter.
  • TD Asset Management sold 14,600 UFP Industries shares in Q1 2025, an estimated $1.64M.
  • TD Asset Management first reported a position in UFP Industries in Q4 2019 and held it in 12 quarters.
  • TD Asset Management's UFP Industries position peaked at $4.49M in Q3 2020.
  • 436 funds tracked by Wall St. Rank held UFP Industries as of Q1 2025.

Based on TD Asset Management's 13F filing for Q1 2025, filed 7 May 2025.