WIM

Wilen Investment Management’s UFP Industries UFPI Stock Holding History

Wilen Investment Management’s Portfolio UFPI Stock Details UFPI Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$302K	Hold	4,250	–	–	0.31%	40
2022 Q2	$285K	Hold	4,250	–	–	0.25%	42
2022 Q1	$325K	Hold	4,250	–	–	0.25%	42
2021 Q4	$389K	Hold	4,250	–	–	0.3%	41
2021 Q3	$285K	Hold	4,250	–	–	0.23%	47
2021 Q2	$312K	Sell	4,250 -100	-2%	-$7.34K	0.27%	45
2021 Q1	$326K	Hold	4,350	–	–	0.29%	46
2020 Q4	$239K	Sell	4,350 -100	-2%	-$5.49K	0.24%	47
2020 Q3	$231K	Sell	4,450 -500	-10%	-$26K	0.25%	48
2020 Q2	$243K	Sell	4,950 -600	-11%	-$29.5K	0.31%	45
2020 Q1	$205K	Sell	5,550 -907	-14%	-$33.5K	0.31%	41
2019 Q4	$307K	Sell	6,457 -1,150	-15%	-$54.7K	0.24%	46
2019 Q3	$300K	Hold	7,607	–	–	0.23%	45
2019 Q2	$285K	Sell	7,607 -400	-5%	-$15K	0.22%	48
2019 Q1	$236K	Hold	8,007	–	–	0.18%	53
2018 Q4	$204K	Hold	8,007	–	–	0.18%	53
2018 Q3	$280K	Hold	8,007	–	–	0.19%	54
2018 Q2	$290K	Hold	8,007	–	–	0.19%	52
2018 Q1	$256K	Hold	8,007	–	–	0.18%	55
2017 Q4	$300K	Buy	8,007 +5,138	+179%	+$193K	0.2%	53
2017 Q3	$278K	Hold	2,869	–	–	0.17%	53
2017 Q2	$248K	Sell	2,869 -100	-3%	-$8.64K	0.15%	52
2017 Q1	$289K	Hold	2,969	–	–	0.17%	50
2016 Q4	$301K	Hold	2,969	–	–	0.19%	51
2016 Q3	$291K	Sell	2,969 -200	-6%	-$19.6K	0.19%	54
2016 Q2	$288K	Hold	3,169	–	–	0.19%	56
2016 Q1	$269K	Sell	3,169 -100	-3%	-$8.49K	0.19%	54
2015 Q4	$222K	Sell	3,269 -1,150	-26%	-$78.1K	0.16%	56
2015 Q3	$252K	Hold	4,419	–	–	0.18%	55
2015 Q2	$228K	Hold	4,419	–	–	0.15%	63
2015 Q1	$243K	Hold	4,419	–	–	0.17%	61
2014 Q4	$232K	Buy	+4,419	New	+$232K	0.15%	64
2014 Q3	–	Sell	-4,419	Closed	-$210K	–	74
2014 Q2	$210K	Sell	4,419 -300	-6%	-$14.3K	0.12%	71
2014 Q1	$255K	Hold	4,719	–	–	0.15%	70
2013 Q4	$241K	Buy	+4,719	New	+$241K	0.15%	65
2013 Q3	–	Sell	-5,119	Closed	-$202K	–	77
2013 Q2	$202K	Buy	+5,119	New	+$202K	0.15%	71