Wellington Management Group’s UFP Industries UFPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,713
| Closed | -$454K | – | 2008 |
|
|
2023
Q1 | $454K | Buy |
+5,713
| New | +$454K | ﹤0.01% | 1852 |
|
|
2022
Q4 | – | Sell |
-7,764
| Closed | -$560K | – | 2122 |
|
|
2022
Q3 | $560K | Buy |
+7,764
| New | +$560K | ﹤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% | -$225K | ﹤0.01% | 1713 |
|
|
2020
Q1 | $443K | Sell |
11,889
-31,538
| -73% | -$1.18M | ﹤0.01% | 1721 |
|
|
2019
Q4 | $2.07M | Buy |
+43,427
| New | +$2.07M | ﹤0.01% | 1540 |
|
|
2017
Q4 | – | Sell |
-7,427
| Closed | -$729K | – | 2229 |
|
|
2017
Q3 | $729K | Hold |
7,427
| – | – | ﹤0.01% | 1933 |
|
|
2017
Q2 | $648K | Sell |
7,427
-41,840
| -85% | -$3.65M | ﹤0.01% | 1969 |
|
|
2017
Q1 | $4.86M | Buy |
49,267
+1,133
| +2% | +$112K | ﹤0.01% | 1457 |
|
|
2016
Q4 | $4.92M | Buy |
48,134
+8,301
| +21% | +$848K | ﹤0.01% | 1404 |
|
|
2016
Q3 | $3.92M | Buy |
39,833
+26,265
| +194% | +$2.59M | ﹤0.01% | 1458 |
|
|
2016
Q2 | $1.26M | Buy |
13,568
+540
| +4% | +$50.1K | ﹤0.01% | 1719 |
|
|
2016
Q1 | $1.12M | Buy |
+13,028
| New | +$1.12M | ﹤0.01% | 1760 |
|