TD Asset Management
UFPT icon

TD Asset Management’s UFP Technologies UFPT Stock Holding History

TD Asset Management’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
2024
Q3 		– Sell
-1,100
Closed -$290K – 1430
2024
Q2 		$290K Sell
1,100
-800
-42% -$198K ﹤0.01% 1318
2024
Q1 		$479K Hold
1,900
– – ﹤0.01% 1305
2023
Q4 		$327K Hold
1,900
– – ﹤0.01% 1335
2023
Q3 		$307K Buy
+1,900
New +$333K ﹤0.01% 1335

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

TD Asset Management's UFPT Position: Q3 2024 in Review

TD Asset Management sold out of UFP Technologies (UFPT) in Q3 2024, closing a stake of 1,100 shares — an estimated $290K sold.

TD Asset Management first reported a position in UFPT in Q3 2023 and held it in 4 quarters. The position peaked at $479K in Q1 2024. 281 funds tracked by Wall St. Rank hold UFPT as of Q3 2024.

  • TD Asset Management reported no remaining UFP Technologies position as of Q3 2024 after selling out during the quarter.
  • TD Asset Management sold 1,100 UFP Technologies shares in Q3 2024, an estimated $290K.
  • TD Asset Management first reported a position in UFP Technologies in Q3 2023 and held it in 4 quarters.
  • TD Asset Management's UFP Technologies position peaked at $479K in Q1 2024.
  • 281 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2024.

Based on TD Asset Management's 13F filing for Q3 2024, filed 1 Nov 2024.