UBS AM’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3M | Buy |
183,850
+54,641
| +42% | +$5.43M | ﹤0.01% | 1088 |
|
|
2025
Q1 | $13.8M | Buy |
129,209
+12,043
| +10% | +$1.29M | ﹤0.01% | 1104 |
|
|
2024
Q4 | $13.2M | Buy |
117,166
+17,669
| +18% | +$1.99M | ﹤0.01% | 1122 |
|
|
2024
Q3 | $13.1M | Sell |
99,497
-13,829
| -12% | -$1.81M | ﹤0.01% | 1116 |
|
|
2024
Q2 | $12.7M | Buy |
113,326
+53,683
| +90% | +$6.01M | ﹤0.01% | 1039 |
|
|
2024
Q1 | $7.34M | Sell |
59,643
-1,299
| -2% | -$160K | ﹤0.01% | 1112 |
|
|
2023
Q4 | $7.65M | Buy |
60,942
+1,436
| +2% | +$180K | ﹤0.01% | 1090 |
|
|
2023
Q3 | $6.09M | Sell |
59,506
-4,699
| -7% | -$481K | ﹤0.01% | 1135 |
|
|
2023
Q2 | $5.1M | Hold |
64,205
| – | – | ﹤0.01% | 1216 |
|
|
2023
Q1 | $5.1M | Sell |
64,205
-1,175
| -2% | -$93.4K | ﹤0.01% | 1216 |
|
|
2022
Q4 | $5.18M | Buy |
65,380
+7,586
| +13% | +$601K | ﹤0.01% | 1160 |
|
|
2022
Q3 | $4.17M | Sell |
57,794
-7,502
| -11% | -$541K | ﹤0.01% | 1259 |
|
|
2022
Q2 | $4.45M | Sell |
65,296
-3,859
| -6% | -$263K | ﹤0.01% | 1253 |
|
|
2022
Q1 | $5.34M | Buy |
69,155
+4,043
| +6% | +$312K | ﹤0.01% | 1328 |
|
|
2021
Q4 | $5.99M | Sell |
65,112
-2,601
| -4% | -$239K | ﹤0.01% | 1326 |
|
|
2021
Q3 | $4.6M | Buy |
67,713
+824
| +1% | +$56K | ﹤0.01% | 1382 |
|
|
2021
Q2 | $4.97M | Buy |
66,889
+2,330
| +4% | +$173K | ﹤0.01% | 1366 |
|
|
2021
Q1 | $4.9M | Buy |
64,559
+1
| +0% | +$76 | ﹤0.01% | 1351 |
|
|
2020
Q4 | $3.59M | Sell |
64,558
-3,219
| -5% | -$179K | ﹤0.01% | 1435 |
|
|
2020
Q3 | $3.83M | Sell |
67,777
-425
| -0.6% | -$24K | ﹤0.01% | 1263 |
|
|
2020
Q2 | $3.38M | Sell |
68,202
-1,858
| -3% | -$92K | ﹤0.01% | 1295 |
|
|
2020
Q1 | $2.61M | Sell |
70,060
-2,044
| -3% | -$76K | ﹤0.01% | 1309 |
|
|
2019
Q4 | $3.44M | Buy |
72,104
+2,974
| +4% | +$142K | ﹤0.01% | 1357 |
|
|
2019
Q3 | $2.76M | Buy |
69,130
+12,241
| +22% | +$488K | ﹤0.01% | 1466 |
|
|
2019
Q2 | $2.17M | Buy |
56,889
+9,447
| +20% | +$360K | ﹤0.01% | 1553 |
|
|
2019
Q1 | $1.42M | Buy |
47,442
+4,027
| +9% | +$120K | ﹤0.01% | 1679 |
|
|
2018
Q4 | $1.13M | Buy |
43,415
+5,544
| +15% | +$144K | ﹤0.01% | 1698 |
|
|
2018
Q3 | $1.34M | Hold |
37,871
| – | – | ﹤0.01% | 1688 |
|
|
2018
Q2 | $1.39M | Hold |
37,871
| – | – | ﹤0.01% | 1679 |
|
|
2018
Q1 | $1.23M | Hold |
37,871
| – | – | ﹤0.01% | 1694 |
|
|
2017
Q4 | $1.42M | Buy |
37,871
+2,453
| +7% | +$92.3K | ﹤0.01% | 1585 |
|
|
2017
Q3 | $1.16M | Buy |
35,418
+11,259
| +47% | +$368K | ﹤0.01% | 1642 |
|
|
2017
Q2 | $703K | Hold |
24,159
| – | – | ﹤0.01% | 1787 |
|
|
2017
Q1 | $794K | Hold |
24,159
| – | – | ﹤0.01% | 1722 |
|
|
2016
Q4 | $823K | Sell |
24,159
-17,550
| -42% | -$598K | ﹤0.01% | 1625 |
|
|
2016
Q3 | $1.37M | Buy |
41,709
+4,752
| +13% | +$156K | ﹤0.01% | 1534 |
|
|
2016
Q2 | $1.14M | Buy |
36,957
+804
| +2% | +$24.8K | ﹤0.01% | 1590 |
|
|
2016
Q1 | $1.04M | Buy |
36,153
+10,242
| +40% | +$293K | ﹤0.01% | 1624 |
|
|
2015
Q4 | $591K | Buy |
25,911
+6,111
| +31% | +$139K | ﹤0.01% | 1964 |
|
|
2015
Q3 | $381K | Hold |
19,800
| – | – | ﹤0.01% | 2150 |
|
|
2015
Q2 | $343K | Buy |
19,800
+600
| +3% | +$10.4K | ﹤0.01% | 2279 |
|
|
2015
Q1 | $355K | Buy |
19,200
+600
| +3% | +$11.1K | ﹤0.01% | 2168 |
|
|
2014
Q4 | $330K | Buy |
18,600
+2,100
| +13% | +$37.3K | ﹤0.01% | 2167 |
|
|
2014
Q3 | $235K | Hold |
16,500
| – | – | ﹤0.01% | 2283 |
|
|
2014
Q2 | $265K | Hold |
16,500
| – | – | ﹤0.01% | 2255 |
|
|
2014
Q1 | $304K | Hold |
16,500
| – | – | ﹤0.01% | 2169 |
|
|
2013
Q4 | $287K | Buy |
16,500
+1,500
| +10% | +$26.1K | ﹤0.01% | 2169 |
|
|
2013
Q3 | $211K | Buy |
+15,000
| New | +$211K | ﹤0.01% | 2307 |
|