VIA
UFPI icon

Virtus Investment Advisers’s UFP Industries UFPI Stock Holding History

Virtus Investment 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
-2,136
Closed -$280K – 405
2024
Q3 		$280K Sell
2,136
-4,331
-67% -$523K 0.22% 150
2024
Q2 		$724K Hold
6,467
– – 0.61% 44
2024
Q1 		$796K Hold
6,467
– – 0.57% 46
2023
Q4 		$812K Hold
6,467
– – 0.61% 40
2023
Q3 		$662K Hold
6,467
– – 0.45% 54
2023
Q2 		$628K Hold
6,467
– – 0.43% 67
2023
Q1 		$514K Buy
6,467
+284
+5% +$24.3K 0.36% 88
2022
Q4 		$490K Hold
6,183
– – 0.33% 91
2022
Q3 		$446K Buy
+6,183
New +$492K 0.2% 94

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 Investment Advisers's UFPI Position: Q4 2024 in Review

Virtus Investment Advisers sold out of UFP Industries (UFPI) in Q4 2024, closing a stake of 2,136 shares — an estimated $280K sold.

Virtus Investment Advisers first reported a position in UFPI in Q3 2022 and held it in 9 quarters. The position peaked at $812K in Q4 2023. 439 funds tracked by Wall St. Rank hold UFPI as of Q4 2024.

  • Virtus Investment Advisers reported no remaining UFP Industries position as of Q4 2024 after selling out during the quarter.
  • Virtus Investment Advisers sold 2,136 UFP Industries shares in Q4 2024, an estimated $280K.
  • Virtus Investment Advisers first reported a position in UFP Industries in Q3 2022 and held it in 9 quarters.
  • Virtus Investment Advisers's UFP Industries position peaked at $812K in Q4 2023.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q4 2024.

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