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Virtus Fund Advisers’s UFP Industries UFPI Stock Holding History

Virtus Fund 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
2024
Q4 		– Sell
-411
Closed -$53.9K – 135
2024
Q3 		$53.9K Sell
411
-107
-21% -$12.9K 0.22% 60
2024
Q2 		$58K Buy
518
+7
+1% +$814 0.23% 50
2024
Q1 		$62.9K Buy
511
+65
+15% +$7.55K 0.22% 50
2023
Q4 		$56K Hold
446
– – 0.35% 46
2023
Q3 		$45.7K Buy
446
+106
+31% +$10.7K 0.32% 52
2023
Q2 		$33K Hold
340
– – 0.23% 74
2023
Q1 		$27K Hold
340
– – 0.19% 83
2022
Q4 		$26.9K Buy
+340
New +$26K 0.19% 86
2017
Q4 		$302K Sell
8,020
-4,220
-34% -$155K ﹤0.01% 453
2017
Q3 		$400K Sell
12,240
-762
-6% -$22K ﹤0.01% 310
2017
Q2 		$375K Sell
13,002
-387
-3% -$11.8K ﹤0.01% 346
2017
Q1 		$440K Sell
13,389
-864
-6% -$28.9K ﹤0.01% 336
2016
Q4 		$485K Hold
14,253
– – ﹤0.01% 334
2016
Q3 		$468K Sell
14,253
-4,860
-25% -$169K ﹤0.01% 337
2016
Q2 		$603K Hold
19,113
– – 0.01% 315
2016
Q1 		$547K Sell
19,113
-22,332
-54% -$532K ﹤0.01% 336
2015
Q4 		$945K Sell
41,445
-432
-1% -$10.3K 0.01% 288
2015
Q3 		$805K Sell
41,877
-62,208
-60% -$1.24M 0.01% 300
2015
Q2 		$1.8M Sell
104,085
-1,452
-1% -$26.6K 0.01% 318
2015
Q1 		$1.95M Sell
105,537
-9,789
-8% -$170K 0.01% 322
2014
Q4 		$2.04M Buy
115,326
+558
+0.5% +$9.04K 0.02% 329
2014
Q3 		$1.63M Sell
114,768
-4,323
-4% -$66.6K 0.01% 361
2014
Q2 		$1.92M Buy
+119,091
New +$2.01M 0.01% 370

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Virtus Fund Advisers's UFPI Position: Q4 2024 in Review

Virtus Fund Advisers sold out of UFP Industries (UFPI) in Q4 2024, closing a stake of 411 shares — an estimated $53.9K sold.

Virtus Fund Advisers first reported a position in UFPI in Q2 2014 and held it in 23 quarters. The position peaked at $2.04M in Q4 2014. 439 funds tracked by Wall St. Rank hold UFPI as of Q4 2024.

  • Virtus Fund Advisers reported no remaining UFP Industries position as of Q4 2024 after selling out during the quarter.
  • Virtus Fund Advisers sold 411 UFP Industries shares in Q4 2024, an estimated $53.9K.
  • Virtus Fund Advisers first reported a position in UFP Industries in Q2 2014 and held it in 23 quarters.
  • Virtus Fund Advisers's UFP Industries position peaked at $2.04M in Q4 2014.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q4 2024.

Based on Virtus Fund Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.