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Willis Johnson & Associates’s UFP Technologies UFPT Stock Holding History

Willis Johnson & Associates’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-725
Closed -$230K – 179
2024
Q3 		$230K Buy
+725
New +$231K 0.02% 149

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Vanguard Group
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Willis Johnson & Associates's UFPT Position: Q4 2024 in Review

Willis Johnson & Associates sold out of UFP Technologies (UFPT) in Q4 2024, closing a stake of 725 shares — an estimated $230K sold.

Willis Johnson & Associates first reported a position in UFPT in Q3 2024 and held it in 1 quarter. The position peaked at $230K in Q3 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q4 2024.

  • Willis Johnson & Associates reported no remaining UFP Technologies position as of Q4 2024 after selling out during the quarter.
  • Willis Johnson & Associates sold 725 UFP Technologies shares in Q4 2024, an estimated $230K.
  • Willis Johnson & Associates first reported a position in UFP Technologies in Q3 2024 and held it in 1 quarter.
  • Willis Johnson & Associates's UFP Technologies position peaked at $230K in Q3 2024.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2024.

Based on Willis Johnson & Associates's 13F filing for Q4 2024, filed 14 Feb 2025.