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Trellus Management Company’s UFP Industries UFPI Stock Holding History

Trellus Management Company’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
2017
Q3 		– Sell
-10,068
Closed -$293K – 90
2017
Q2 		$293K Buy
+10,068
New +$306K 0.43% 56

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Trellus Management Company's UFPI Position: Q3 2017 in Review

Trellus Management Company sold out of UFP Industries (UFPI) in Q3 2017, closing a stake of 10,068 shares — an estimated $293K sold.

Trellus Management Company first reported a position in UFPI in Q2 2017 and held it in 1 quarter. The position peaked at $293K in Q2 2017. 194 funds tracked by Wall St. Rank hold UFPI as of Q3 2017.

  • Trellus Management Company reported no remaining UFP Industries position as of Q3 2017 after selling out during the quarter.
  • Trellus Management Company sold 10,068 UFP Industries shares in Q3 2017, an estimated $293K.
  • Trellus Management Company first reported a position in UFP Industries in Q2 2017 and held it in 1 quarter.
  • Trellus Management Company's UFP Industries position peaked at $293K in Q2 2017.
  • 194 funds tracked by Wall St. Rank held UFP Industries as of Q3 2017.

Based on Trellus Management Company's 13F filing for Q3 2017, filed 19 Oct 2017.