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Westwood Holdings Group’s UFP Industries UFPI Stock Holding History

Westwood Holdings 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
-401,681
Closed -$31.9M – 529
2023
Q1 		$31.9M Sell
401,681
-150,225
-27% -$12.9M 0.29% 116
2022
Q4 		$43.7M Buy
551,906
+171,252
+45% +$13.1M 0.39% 106
2022
Q3 		$27.5M Sell
380,654
-3,797
-1% -$302K 0.32% 104
2022
Q2 		$26.2M Buy
384,451
+5,472
+1% +$412K 0.29% 118
2022
Q1 		$29.2M Sell
378,979
-16,516
-4% -$1.38M 0.27% 126
2021
Q4 		$36.4M Sell
395,495
-316,619
-44% -$26.6M 0.33% 106
2021
Q3 		$48.4M Sell
712,114
-45,925
-6% -$3.34M 0.53% 76
2021
Q2 		$56.4M Buy
758,039
+84,155
+12% +$6.64M 0.57% 65
2021
Q1 		$51.1M Sell
673,884
-5,684
-0.8% -$356K 0.51% 65
2020
Q4 		$37.8M Buy
679,568
+160,987
+31% +$8.84M 0.43% 83
2020
Q3 		$29.3M Sell
518,581
-67,736
-12% -$3.82M 0.37% 83
2020
Q2 		$29M Sell
586,317
-7,062
-1% -$301K 0.38% 72
2020
Q1 		$22.1M Sell
593,379
-54,901
-8% -$2.52M 0.33% 89
2019
Q4 		$30.9M Sell
648,280
-23,756
-4% -$1.12M 0.33% 91
2019
Q3 		$26.8M Sell
672,036
-174,418
-21% -$6.78M 0.3% 104
2019
Q2 		$32.2M Sell
846,454
-221,139
-21% -$7.67M 0.35% 77
2019
Q1 		$31.9M Buy
1,067,593
+136,112
+15% +$4.09M 0.33% 100
2018
Q4 		$24.2M Buy
931,481
+86,304
+10% +$2.48M 0.28% 102
2018
Q3 		$29.9M Buy
845,177
+37,157
+5% +$1.37M 0.26% 118
2018
Q2 		$29.6M Sell
808,020
-40,918
-5% -$1.43M 0.25% 124
2018
Q1 		$27.5M Buy
848,938
+167,223
+25% +$5.93M 0.22% 138
2017
Q4 		$25.6M Sell
681,715
-65,630
-9% -$2.41M 0.19% 143
2017
Q3 		$24.5M Buy
747,345
+659,532
+751% +$19M 0.19% 147
2017
Q2 		$2.56M Buy
+87,813
New +$2.67M 0.02% 267

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

Westwood Holdings Group's UFPI Position: Q2 2023 in Review

Westwood Holdings Group sold out of UFP Industries (UFPI) in Q2 2023, closing a stake of 401,681 shares — an estimated $31.9M sold.

Westwood Holdings Group first reported a position in UFPI in Q2 2017 and held it in 24 quarters. The position peaked at $56.4M in Q2 2021. 359 funds tracked by Wall St. Rank hold UFPI as of Q2 2023.

  • Westwood Holdings Group reported no remaining UFP Industries position as of Q2 2023 after selling out during the quarter.
  • Westwood Holdings Group sold 401,681 UFP Industries shares in Q2 2023, an estimated $31.9M.
  • Westwood Holdings Group first reported a position in UFP Industries in Q2 2017 and held it in 24 quarters.
  • Westwood Holdings Group's UFP Industries position peaked at $56.4M in Q2 2021.
  • 359 funds tracked by Wall St. Rank held UFP Industries as of Q2 2023.

Based on Westwood Holdings Group's 13F filing for Q2 2023, filed 11 Aug 2023.