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Vident Investment Advisory’s UFP Industries UFPI Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-32,778
Closed -$3.18M – 998
2023
Q2 		$3.18M Buy
32,778
+1,475
+5% +$123K 0.11% 210
2023
Q1 		$2.49M Sell
31,303
-1,025
-3% -$87.7K 0.08% 277
2022
Q4 		$2.56M Buy
32,328
+3,624
+13% +$277K 0.1% 237
2022
Q3 		$1.96M Sell
28,704
-2,882
-9% -$229K 0.06% 374
2022
Q2 		$2.15M Buy
31,586
+2,385
+8% +$180K 0.06% 369
2022
Q1 		$2.25M Buy
+29,201
New +$2.44M 0.06% 409
2021
Q3 		– Sell
-24,584
Closed -$1.83M – 1238
2021
Q2 		$1.83M Sell
24,584
-753
-3% -$59.5K 0.06% 446
2021
Q1 		$1.92M Sell
25,337
-488
-2% -$30.5K 0.06% 396
2020
Q4 		$1.44M Sell
25,825
-1,508
-6% -$82.8K 0.06% 424
2020
Q3 		$1.54M Sell
27,333
-11,841
-30% -$668K 0.08% 348
2020
Q2 		$1.94M Buy
+39,174
New +$1.67M 0.1% 199
2018
Q4 		– Sell
-8,401
Closed -$297K – 925
2018
Q3 		$297K Buy
+8,401
New +$310K 0.01% 833
2017
Q3 		– Sell
-7,740
Closed -$225K – 773
2017
Q2 		$225K Buy
7,740
+90
+1% +$2.73K 0.02% 424
2017
Q1 		$251K Sell
7,650
-60,822
-89% -$2.03M 0.02% 401
2016
Q4 		$2.33M Sell
68,472
-387
-0.6% -$12.6K 0.28% 168
2016
Q3 		$2.26M Sell
68,859
-30,780
-31% -$1.07M 0.3% 151
2016
Q2 		$3.08M Sell
99,639
-88,761
-47% -$2.5M 0.43% 38
2016
Q1 		$5.39K Buy
188,400
+96,324
+105% +$2.29M 0.33% 51
2015
Q4 		$2.1M Buy
92,076
+66,429
+259% +$1.58M 0.27% 176
2015
Q3 		$493K Sell
25,647
-789
-3% -$15.7K 0.07% 530
2015
Q2 		$458K Buy
26,436
+1,473
+6% +$27K 0.06% 557
2015
Q1 		$462K Buy
24,963
+2,130
+9% +$37K 0.09% 461
2014
Q4 		$405K Buy
+22,833
New +$370K 0.14% 338

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vident Investment Advisory's UFPI Position: Q3 2023 in Review

Vident Investment Advisory sold out of UFP Industries (UFPI) in Q3 2023, closing a stake of 32,778 shares — an estimated $3.18M sold.

Vident Investment Advisory first reported a position in UFPI in Q4 2014 and held it in 23 quarters. The position peaked at $3.18M in Q2 2023. 362 funds tracked by Wall St. Rank hold UFPI as of Q3 2023.

  • Vident Investment Advisory reported no remaining UFP Industries position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 32,778 UFP Industries shares in Q3 2023, an estimated $3.18M.
  • Vident Investment Advisory first reported a position in UFP Industries in Q4 2014 and held it in 23 quarters.
  • Vident Investment Advisory's UFP Industries position peaked at $3.18M in Q2 2023.
  • 362 funds tracked by Wall St. Rank held UFP Industries as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.