Winton Group’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-5,488
| Closed | -$675K | – | 744 |
|
2024
Q1 | $675K | Sell |
5,488
-222
| -4% | -$27.3K | 0.05% | 427 |
|
2023
Q4 | $717K | Sell |
5,710
-2,000
| -26% | -$251K | 0.05% | 209 |
|
2023
Q3 | $790K | Sell |
7,710
-2,221
| -22% | -$227K | 0.07% | 181 |
|
2023
Q2 | $964K | Sell |
9,931
-9,277
| -48% | -$900K | 0.08% | 164 |
|
2023
Q1 | $1.53M | Buy |
19,208
+9,069
| +89% | +$721K | 0.09% | 289 |
|
2022
Q4 | $804K | Buy |
10,139
+5,187
| +105% | +$411K | 0.05% | 484 |
|
2022
Q3 | $357K | Buy |
4,952
+343
| +7% | +$24.7K | 0.02% | 740 |
|
2022
Q2 | $314K | Buy |
+4,609
| New | +$314K | 0.02% | 797 |
|
2020
Q1 | – | Sell |
-18,183
| Closed | -$867K | – | 1551 |
|
2019
Q4 | $867K | Buy |
18,183
+10,026
| +123% | +$478K | 0.01% | 1103 |
|
2019
Q3 | $325K | Buy |
+8,157
| New | +$325K | ﹤0.01% | 1250 |
|
2018
Q2 | – | Sell |
-178,827
| Closed | -$5.8M | – | 1165 |
|
2018
Q1 | $5.8M | Buy |
178,827
+19,445
| +12% | +$631K | 0.16% | 195 |
|
2017
Q4 | $6M | Buy |
+159,382
| New | +$6M | 0.17% | 188 |
|