Tortoise Investment Management’s UFP Industries UFPI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-351	Closed	-$32.8K	–	1369
2025 Q3	$32.8K	Buy	351 +3	+0.9%	+$303	﹤0.01%	451
2025 Q2	$34.6K	Hold	348	–	–	﹤0.01%	433
2025 Q1	$37.3K	Hold	348	–	–	﹤0.01%	411
2024 Q4	$39.2K	Hold	348	–	–	﹤0.01%	454
2024 Q3	$45.7K	Hold	348	–	–	﹤0.01%	422
2024 Q2	$39K	Hold	348	–	–	﹤0.01%	423
2024 Q1	$42.8K	Hold	348	–	–	0.01%	400
2023 Q4	$43.7K	Hold	348	–	–	0.01%	372
2023 Q3	$35.6K	Hold	348	–	–	0.01%	382
2023 Q2	$33.8K	Hold	348	–	–	0.01%	395
2023 Q1	$27.7K	Hold	348	–	–	﹤0.01%	417
2022 Q4	$27.6K	Hold	348	–	–	﹤0.01%	408
2022 Q3	$25K	Hold	348	–	–	﹤0.01%	410
2022 Q2	$24K	Hold	348	–	–	﹤0.01%	408
2022 Q1	$27K	Hold	348	–	–	0.01%	386
2021 Q4	$32K	Hold	348	–	–	0.01%	338
2021 Q3	$24K	Hold	348	–	–	﹤0.01%	368
2021 Q2	$26K	Hold	348	–	–	0.01%	348
2021 Q1	$26K	Hold	348	–	–	0.01%	326
2020 Q4	$19K	Hold	348	–	–	﹤0.01%	340
2020 Q3	$20K	Hold	348	–	–	﹤0.01%	310
2020 Q2	$17K	Hold	348	–	–	﹤0.01%	319
2020 Q1	$13K	Hold	348	–	–	﹤0.01%	345
2019 Q4	$17K	Hold	348	–	–	﹤0.01%	344
2019 Q3	$14K	Hold	348	–	–	﹤0.01%	363
2019 Q2	$13K	Hold	348	–	–	﹤0.01%	398
2019 Q1	$10K	Hold	348	–	–	﹤0.01%	418
2018 Q4	$9K	Hold	348	–	–	﹤0.01%	402
2018 Q3	$12K	Hold	348	–	–	﹤0.01%	383
2018 Q2	$13K	Hold	348	–	–	﹤0.01%	383
2018 Q1	$11K	Hold	348	–	–	﹤0.01%	377
2017 Q4	$13K	Hold	348	–	–	﹤0.01%	362
2017 Q3	$11K	Hold	348	–	–	﹤0.01%	356
2017 Q2	$10K	Hold	348	–	–	﹤0.01%	357
2017 Q1	$11K	Hold	348	–	–	﹤0.01%	325
2016 Q4	$12K	Hold	348	–	–	﹤0.01%	317
2016 Q3	$11K	Hold	348	–	–	﹤0.01%	305
2016 Q2	$11K	Buy	+348	New	+$9.8K	﹤0.01%	308