Wilen Investment Management’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | 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% | -$7.9K | 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% | -$28.2K | 0.25% | 48 |
|
|
2020
Q2 | $243K | Sell |
4,950
-600
| -11% | -$25.5K | 0.31% | 45 |
|
|
2020
Q1 | $205K | Sell |
5,550
-907
| -14% | -$41.7K | 0.31% | 41 |
|
|
2019
Q4 | $307K | Sell |
6,457
-1,150
| -15% | -$54.2K | 0.24% | 46 |
|
|
2019
Q3 | $300K | Hold |
7,607
| – | – | 0.23% | 45 |
|
|
2019
Q2 | $285K | Sell |
7,607
-400
| -5% | -$13.9K | 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 | Sell |
8,007
-600
| -7% | -$22.1K | 0.2% | 53 |
|
|
2017
Q3 | $278K | Hold |
8,607
| – | – | 0.17% | 53 |
|
|
2017
Q2 | $248K | Sell |
8,607
-300
| -3% | -$9.12K | 0.15% | 52 |
|
|
2017
Q1 | $289K | Hold |
8,907
| – | – | 0.17% | 50 |
|
|
2016
Q4 | $301K | Hold |
8,907
| – | – | 0.19% | 51 |
|
|
2016
Q3 | $291K | Sell |
8,907
-600
| -6% | -$20.8K | 0.19% | 54 |
|
|
2016
Q2 | $288K | Hold |
9,507
| – | – | 0.19% | 56 |
|
|
2016
Q1 | $269K | Sell |
9,507
-300
| -3% | -$7.15K | 0.19% | 54 |
|
|
2015
Q4 | $222K | Sell |
9,807
-3,450
| -26% | -$82K | 0.16% | 56 |
|
|
2015
Q3 | $252K | Hold |
13,257
| – | – | 0.18% | 55 |
|
|
2015
Q2 | $228K | Hold |
13,257
| – | – | 0.15% | 63 |
|
|
2015
Q1 | $243K | Hold |
13,257
| – | – | 0.17% | 61 |
|
|
2014
Q4 | $232K | Buy |
+13,257
| New | +$215K | 0.15% | 64 |
|
|
2014
Q3 | – | Sell |
-13,257
| Closed | -$210K | – | 74 |
|
|
2014
Q2 | $210K | Sell |
13,257
-900
| -6% | -$15.2K | 0.12% | 71 |
|
|
2014
Q1 | $255K | Hold |
14,157
| – | – | 0.15% | 70 |
|
|
2013
Q4 | $241K | Buy |
+14,157
| New | +$233K | 0.15% | 65 |
|
|
2013
Q3 | – | Sell |
-15,357
| Closed | -$202K | – | 77 |
|
|
2013
Q2 | $202K | Buy |
+15,357
| New | +$200K | 0.15% | 71 |
|
Other funds holding UFPI
Wilen Investment Management's UFPI Position: Q3 2022 in Review
Wilen Investment Management held its UFP Industries (UFPI) position steady in Q3 2022 at 4,250 shares worth $302K. The position accounts for 0.31% of the portfolio, ranked #40.
Wilen Investment Management first reported a position in UFPI in Q2 2013 and has held it in 36 quarters since. The position peaked at $389K in Q4 2021. 338 funds tracked by Wall St. Rank hold UFPI as of Q3 2022.
- Wilen Investment Management held 4,250 shares of UFP Industries worth $302K as of Q3 2022.
- Wilen Investment Management left its UFP Industries share count unchanged in Q3 2022.
- UFP Industries made up 0.31% of Wilen Investment Management's portfolio in Q3 2022, its #40 holding.
- Wilen Investment Management first reported a position in UFP Industries in Q2 2013 and has held it in 36 quarters since.
- Wilen Investment Management's UFP Industries position peaked at $389K in Q4 2021.
- 338 funds tracked by Wall St. Rank held UFP Industries as of Q3 2022.
Based on Wilen Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.