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TFC Financial Management’s UFP Industries UFPI Stock Holding History

TFC 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
2025
Q1 		– Sell
-1
Closed -$113 – 1051
2024
Q4 		$113 Hold
1
– – ﹤0.01% 808
2024
Q3 		$132 Hold
1
– – ﹤0.01% 807
2024
Q2 		$112 Hold
1
– – ﹤0.01% 797
2024
Q1 		$124 Buy
+1
New +$116 ﹤0.01% 800

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

TFC Financial Management's UFPI Position: Q1 2025 in Review

TFC Financial Management sold out of UFP Industries (UFPI) in Q1 2025, closing a stake of 1 share — an estimated $113 sold.

TFC Financial Management first reported a position in UFPI in Q1 2024 and held it in 4 quarters. The position peaked at $132 in Q3 2024. 436 funds tracked by Wall St. Rank hold UFPI as of Q1 2025.

  • TFC Financial Management reported no remaining UFP Industries position as of Q1 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 UFP Industries share in Q1 2025, an estimated $113.
  • TFC Financial Management first reported a position in UFP Industries in Q1 2024 and held it in 4 quarters.
  • TFC Financial Management's UFP Industries position peaked at $132 in Q3 2024.
  • 436 funds tracked by Wall St. Rank held UFP Industries as of Q1 2025.

Based on TFC Financial Management's 13F filing for Q1 2025, filed 24 Apr 2025.