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Valley National Advisers’s UFP Industries UFPI Stock Holding History

Valley National Advisers’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
2023
Q2 		– Sell
-40
Closed -$3K – 998
2023
Q1 		$3K Buy
+40
New +$3.42K ﹤0.01% 739

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valley National Advisers's UFPI Position: Q2 2023 in Review

Valley National Advisers sold out of UFP Industries (UFPI) in Q2 2023, closing a stake of 40 shares — an estimated $3K sold.

Valley National Advisers first reported a position in UFPI in Q1 2023 and held it in 1 quarter. The position peaked at $3K in Q1 2023. 359 funds tracked by Wall St. Rank hold UFPI as of Q2 2023.

  • Valley National Advisers reported no remaining UFP Industries position as of Q2 2023 after selling out during the quarter.
  • Valley National Advisers sold 40 UFP Industries shares in Q2 2023, an estimated $3K.
  • Valley National Advisers first reported a position in UFP Industries in Q1 2023 and held it in 1 quarter.
  • Valley National Advisers's UFP Industries position peaked at $3K in Q1 2023.
  • 359 funds tracked by Wall St. Rank held UFP Industries as of Q2 2023.

Based on Valley National Advisers's 13F filing for Q2 2023, filed 31 Jul 2023.