Versor Investments’s UFP Industries UFPI Stock Holding History

Versor Investments’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
2024 Q3	–	Sell	-8,200	Closed	-$918K	–	993
2024 Q2	$918K	Sell	8,200 -1,600	-16%	-$186K	0.17%	168
2024 Q1	$1.21M	Buy	+9,800	New	+$1.14M	0.24%	100
2023 Q4	–	Sell	-7,916	Closed	-$811K	–	867
2023 Q3	$811K	Sell	7,916 -1,100	-12%	-$111K	0.16%	160
2023 Q2	$875K	Buy	9,016 +2,773	+44%	+$231K	0.15%	104
2023 Q1	$496K	Sell	6,243 -5,396	-46%	-$462K	0.07%	330
2022 Q4	$922K	Sell	11,639 -3,441	-23%	-$263K	0.08%	168
2022 Q3	$1.09M	Buy	15,080 +8,357	+124%	+$665K	0.06%	202
2022 Q2	$458K	Buy	+6,723	New	+$507K	0.02%	506
2020 Q4	–	Sell	-20,700	Closed	-$1.17M	–	274
2020 Q3	$1.17M	Buy	+20,700	New	+$1.17M	0.1%	60

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Versor Investments's UFPI Position: Q3 2024 in Review

Versor Investments sold out of UFP Industries (UFPI) in Q3 2024, closing a stake of 8,200 shares — an estimated $918K sold.

Versor Investments first reported a position in UFPI in Q3 2020 and held it in 9 quarters. The position peaked at $1.21M in Q1 2024. 439 funds tracked by Wall St. Rank hold UFPI as of Q3 2024.

Versor Investments reported no remaining UFP Industries position as of Q3 2024 after selling out during the quarter.
Versor Investments sold 8,200 UFP Industries shares in Q3 2024, an estimated $918K.
Versor Investments first reported a position in UFP Industries in Q3 2020 and held it in 9 quarters.
Versor Investments's UFP Industries position peaked at $1.21M in Q1 2024.
439 funds tracked by Wall St. Rank held UFP Industries as of Q3 2024.

Based on Versor Investments's 13F filing for Q3 2024, filed 4 Nov 2024.