Winslow Evans & Crocker’s UFP Technologies UFPT Stock Holding History

Winslow Evans & Crocker’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
2020 Q1	–	Sell	-316	Closed	-$16K	–	1178
2019 Q4	$16K	Hold	316	–	–	﹤0.01%	722
2019 Q3	$14K	Hold	316	–	–	﹤0.01%	732
2019 Q2	$14K	Hold	316	–	–	﹤0.01%	752
2019 Q1	$12K	Sell	316 -184	-37%	-$6.03K	﹤0.01%	787
2018 Q4	$16K	Hold	500	–	–	0.01%	675
2018 Q3	$20K	Hold	500	–	–	0.01%	665
2018 Q2	$16K	Hold	500	–	–	0.01%	726
2018 Q1	$14.8K	Hold	500	–	–	﹤0.01%	710
2017 Q4	$13.9K	Hold	500	–	–	﹤0.01%	740
2017 Q3	$14.1K	Hold	500	–	–	﹤0.01%	750
2017 Q2	$14.2K	Hold	500	–	–	﹤0.01%	838
2017 Q1	$12.9K	Hold	500	–	–	﹤0.01%	826
2016 Q4	$12.7K	Hold	500	–	–	﹤0.01%	825
2016 Q3	$13.3K	Hold	500	–	–	﹤0.01%	838
2016 Q2	$11.3K	Hold	500	–	–	﹤0.01%	842
2016 Q1	$11.1K	Hold	500	–	–	﹤0.01%	852
2015 Q4	$11.9K	Hold	500	–	–	﹤0.01%	875
2015 Q3	$11.4K	Hold	500	–	–	﹤0.01%	862
2015 Q2	$10.5K	Hold	500	–	–	﹤0.01%	921
2015 Q1	$11.4K	Hold	500	–	–	﹤0.01%	856
2014 Q4	$12.3K	Hold	500	–	–	﹤0.01%	846
2014 Q3	$11K	Hold	500	–	–	﹤0.01%	876
2014 Q2	$12K	Hold	500	–	–	﹤0.01%	807
2014 Q1	$12.2K	Hold	500	–	–	﹤0.01%	798
2013 Q4	$13K	Buy	+500	New	+$12.1K	﹤0.01%	827

Other funds holding UFPT

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

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

DRH Investments Thousand Oaks, California $123M AUM 31.65% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Winslow Evans & Crocker's UFPT Position: Q1 2020 in Review

Winslow Evans & Crocker sold out of UFP Technologies (UFPT) in Q1 2020, closing a stake of 316 shares — an estimated $16K sold.

Winslow Evans & Crocker first reported a position in UFPT in Q4 2013 and held it in 25 quarters. The position peaked at $20K in Q3 2018. 102 funds tracked by Wall St. Rank hold UFPT as of Q1 2020.

Winslow Evans & Crocker reported no remaining UFP Technologies position as of Q1 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 316 UFP Technologies shares in Q1 2020, an estimated $16K.
Winslow Evans & Crocker first reported a position in UFP Technologies in Q4 2013 and held it in 25 quarters.
Winslow Evans & Crocker's UFP Technologies position peaked at $20K in Q3 2018.
102 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2020.

Based on Winslow Evans & Crocker's 13F filing for Q1 2020, filed 20 Apr 2020.