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UBS’s UFP Industries UFPI Stock Holding History

UBS’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
2014
Q3 		$17K Buy
+1,200
New +$18.5K ﹤0.01% 8214
2013
Q3 		– Sell
-2,700
Closed -$36K – 10726
2013
Q2 		$36K Buy
+2,700
New +$35.1K ﹤0.01% 7165

Other funds holding UFPI

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

UBS's UFPI Position: Q3 2014 in Review

UBS increased its UFP Industries (UFPI) stake by 136% in Q3 2014, buying an estimated $38.2K and bringing the position to 4,293 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #6589.

UBS first reported a position in UFPI in Q2 2013 and has held it in 6 quarters since. The position peaked at $417K in Q2 2013. 147 funds tracked by Wall St. Rank hold UFPI as of Q3 2014.

  • UBS held 4,293 shares of UFP Industries worth $61K as of Q3 2014.
  • UBS bought 2,475 UFP Industries shares in Q3 2014, an estimated $38.2K.
  • UFP Industries made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6589 holding.
  • UBS first reported a position in UFP Industries in Q2 2013 and has held it in 6 quarters since.
  • UBS's UFP Industries position peaked at $417K in Q2 2013.
  • 147 funds tracked by Wall St. Rank held UFP Industries as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.