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Weld Capital Management’s UFP Industries UFPI Stock Holding History

Weld Capital 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
2020
Q4 		– Sell
-4,927
Closed -$278K – 692
2020
Q3 		$278K Buy
+4,927
New +$278K 0.11% 306
2019
Q3 		– Sell
-7,283
Closed -$277K – 1017
2019
Q2 		$277K Sell
7,283
-2,945
-29% -$102K 0.05% 573
2019
Q1 		$306K Buy
+10,228
New +$307K 0.06% 508

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Weld Capital Management's UFPI Position: Q4 2020 in Review

Weld Capital Management sold out of UFP Industries (UFPI) in Q4 2020, closing a stake of 4,927 shares — an estimated $278K sold.

Weld Capital Management first reported a position in UFPI in Q1 2019 and held it in 3 quarters. The position peaked at $306K in Q1 2019. 269 funds tracked by Wall St. Rank hold UFPI as of Q4 2020.

  • Weld Capital Management reported no remaining UFP Industries position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 4,927 UFP Industries shares in Q4 2020, an estimated $278K.
  • Weld Capital Management first reported a position in UFP Industries in Q1 2019 and held it in 3 quarters.
  • Weld Capital Management's UFP Industries position peaked at $306K in Q1 2019.
  • 269 funds tracked by Wall St. Rank held UFP Industries as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.