Wellington Management Group
UFPI icon

Wellington Management Group’s UFP Industries UFPI Stock Holding History

Wellington Management Group’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
2023
Q2 		– Sell
-5,713
Closed -$454K – 2008
2023
Q1 		$454K Buy
+5,713
New +$489K ﹤0.01% 1852
2022
Q4 		– Sell
-7,764
Closed -$560K – 2122
2022
Q3 		$560K Buy
+7,764
New +$618K ﹤0.01% 1769
2020
Q4 		– Sell
-13,188
Closed -$745K – 2016
2020
Q3 		$745K Buy
13,188
+5,842
+80% +$330K ﹤0.01% 1628
2020
Q2 		$364K Sell
7,346
-4,543
-38% -$193K ﹤0.01% 1713
2020
Q1 		$443K Sell
11,889
-31,538
-73% -$1.45M ﹤0.01% 1721
2019
Q4 		$2.07M Buy
+43,427
New +$2.05M ﹤0.01% 1540
2017
Q4 		– Sell
-22,281
Closed -$729K – 2304
2017
Q3 		$729K Hold
22,281
– – ﹤0.01% 1967
2017
Q2 		$648K Sell
22,281
-125,520
-85% -$3.81M ﹤0.01% 1985
2017
Q1 		$4.86M Buy
147,801
+3,399
+2% +$114K ﹤0.01% 1459
2016
Q4 		$4.92M Buy
144,402
+24,903
+21% +$811K ﹤0.01% 1406
2016
Q3 		$3.92M Buy
119,499
+78,795
+194% +$2.73M ﹤0.01% 1464
2016
Q2 		$1.26M Buy
40,704
+1,620
+4% +$45.6K ﹤0.01% 1728
2016
Q1 		$1.12M Buy
+39,084
New +$931K ﹤0.01% 1766

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group's UFPI Position: Q2 2023 in Review

Wellington Management Group sold out of UFP Industries (UFPI) in Q2 2023, closing a stake of 5,713 shares — an estimated $454K sold.

Wellington Management Group first reported a position in UFPI in Q1 2016 and held it in 13 quarters. The position peaked at $4.92M in Q4 2016. 359 funds tracked by Wall St. Rank hold UFPI as of Q2 2023.

  • Wellington Management Group reported no remaining UFP Industries position as of Q2 2023 after selling out during the quarter.
  • Wellington Management Group sold 5,713 UFP Industries shares in Q2 2023, an estimated $454K.
  • Wellington Management Group first reported a position in UFP Industries in Q1 2016 and held it in 13 quarters.
  • Wellington Management Group's UFP Industries position peaked at $4.92M in Q4 2016.
  • 359 funds tracked by Wall St. Rank held UFP Industries as of Q2 2023.

Based on Wellington Management Group's 13F filing for Q2 2023, filed 14 Aug 2023.