Weybosset Research & Management’s UFP Industries UFPI Stock Holding History

Weybosset Research & 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
2017 Q3	–	Sell	-7,245	Closed	-$211K	–	60
2017 Q2	$211K	Hold	7,245	–	–	0.14%	57
2017 Q1	$238K	Sell	7,245 -4,455	-38%	-$149K	0.16%	54
2016 Q4	$399K	Sell	11,700 -1,800	-13%	-$58.6K	0.28%	39
2016 Q3	$443K	Hold	13,500	–	–	0.32%	35
2016 Q2	$417K	Hold	13,500	–	–	0.32%	39
2016 Q1	$386K	Hold	13,500	–	–	0.33%	38
2015 Q4	$308K	Hold	13,500	–	–	0.27%	39
2015 Q3	$260K	Hold	13,500	–	–	0.19%	45
2015 Q2	$234K	Hold	13,500	–	–	0.15%	47
2015 Q1	$250K	Hold	13,500	–	–	0.16%	48
2014 Q4	$239K	Buy	+13,500	New	+$219K	0.15%	49
2014 Q3	–	Sell	-13,500	Closed	-$217K	–	52
2014 Q2	$217K	Hold	13,500	–	–	0.14%	51
2014 Q1	$249K	Sell	13,500 -1,500	-10%	-$26.7K	0.17%	45
2013 Q4	$261K	Hold	15,000	–	–	0.17%	42
2013 Q3	$210K	Hold	15,000	–	–	0.15%	44
2013 Q2	$200K	Buy	+15,000	New	+$195K	0.15%	44

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Weybosset Research & Management's UFPI Position: Q3 2017 in Review

Weybosset Research & Management sold out of UFP Industries (UFPI) in Q3 2017, closing a stake of 7,245 shares — an estimated $211K sold.

Weybosset Research & Management first reported a position in UFPI in Q2 2013 and held it in 16 quarters. The position peaked at $443K in Q3 2016. 194 funds tracked by Wall St. Rank hold UFPI as of Q3 2017.

Weybosset Research & Management reported no remaining UFP Industries position as of Q3 2017 after selling out during the quarter.
Weybosset Research & Management sold 7,245 UFP Industries shares in Q3 2017, an estimated $211K.
Weybosset Research & Management first reported a position in UFP Industries in Q2 2013 and held it in 16 quarters.
Weybosset Research & Management's UFP Industries position peaked at $443K in Q3 2016.
194 funds tracked by Wall St. Rank held UFP Industries as of Q3 2017.

Based on Weybosset Research & Management's 13F filing for Q3 2017, filed 23 Oct 2017.