WDL
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Well Done LLC’s UFP Industries UFPI Stock Holding History

Well Done LLC’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
2026
Q1 		$206K Hold
2,240
– – 0.03% 191
2025
Q4 		$204K Hold
2,240
– – 0.03% 187
2025
Q3 		$209K Hold
2,240
– – 0.04% 174
2025
Q2 		$223K Hold
2,240
– – 0.04% 159
2025
Q1 		$252K Hold
2,240
– – 0.05% 148
2024
Q4 		$294K Hold
2,240
– – 0.05% 138
2024
Q3 		$294K Buy
+2,240
New +$271K 0.05% 139
2019
Q1 		– Sell
-2,628
Closed -$68K – 611
2018
Q4 		$68K Buy
+2,628
New +$75.5K 0.02% 244
2018
Q2 		– Sell
-2,628
Closed -$85K – 489
2018
Q1 		$85K Buy
+2,628
New +$93.2K 0.03% 179

Other funds holding UFPI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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