WCM Investment Management
UFPI icon

WCM Investment Management’s UFP Industries UFPI Stock Holding History

WCM Investment Management’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
Q1 		– Sell
-122,346
Closed -$15.6M – 263
2023
Q4 		$15.6M Sell
122,346
-24,533
-17% -$2.65M 0.04% 122
2023
Q3 		$15.1M Sell
146,879
-44,000
-23% -$4.45M 0.04% 99
2023
Q2 		$18.6M Buy
190,879
+12,066
+7% +$1.01M 0.06% 82
2023
Q1 		$14.2M Buy
178,813
+659
+0.4% +$56.4K 0.05% 107
2022
Q4 		$14.1M Sell
178,154
-3,748
-2% -$286K 0.05% 95
2022
Q3 		$13.1M Buy
181,902
+4,454
+3% +$354K 0.05% 94
2022
Q2 		$11.9M Sell
177,448
-32,734
-16% -$2.47M 0.04% 108
2022
Q1 		$16.2M Buy
210,182
+26,953
+15% +$2.25M 0.05% 88
2021
Q4 		$16.9M Buy
183,229
+14,804
+9% +$1.24M 0.04% 90
2021
Q3 		$11.4M Buy
168,425
+1,146
+0.7% +$83.2K 0.03% 116
2021
Q2 		$12.4M Sell
167,279
-52,015
-24% -$4.11M 0.03% 98
2021
Q1 		$16.6M Buy
219,294
+35,396
+19% +$2.22M 0.05% 71
2020
Q4 		$10.2M Buy
183,898
+527
+0.3% +$28.9K 0.03% 108
2020
Q3 		$10.4M Buy
183,371
+4,634
+3% +$261K 0.04% 83
2020
Q2 		$8.85M Buy
178,737
+8,607
+5% +$366K 0.03% 75
2020
Q1 		$6.33M Buy
170,130
+47,373
+39% +$2.18M 0.03% 81
2019
Q4 		$5.86M Buy
122,757
+88,974
+263% +$4.19M 0.03% 85
2019
Q3 		$1.35M Sell
33,783
-39
-0.1% -$1.52K 0.01% 107
2019
Q2 		$1.29M Sell
33,822
-15,000
-31% -$520K 0.01% 111
2019
Q1 		$1.46M Buy
+48,822
New +$1.47M 0.01% 96

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
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

WCM Investment Management's UFPI Position: Q1 2024 in Review

WCM Investment Management sold out of UFP Industries (UFPI) in Q1 2024, closing a stake of 122,346 shares — an estimated $15.6M sold.

WCM Investment Management first reported a position in UFPI in Q1 2019 and held it in 20 quarters. The position peaked at $18.6M in Q2 2023. 426 funds tracked by Wall St. Rank hold UFPI as of Q1 2024.

  • WCM Investment Management reported no remaining UFP Industries position as of Q1 2024 after selling out during the quarter.
  • WCM Investment Management sold 122,346 UFP Industries shares in Q1 2024, an estimated $15.6M.
  • WCM Investment Management first reported a position in UFP Industries in Q1 2019 and held it in 20 quarters.
  • WCM Investment Management's UFP Industries position peaked at $18.6M in Q2 2023.
  • 426 funds tracked by Wall St. Rank held UFP Industries as of Q1 2024.

Based on WCM Investment Management's 13F filing for Q1 2024, filed 25 Apr 2024.