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Winton Group’s UFP Industries UFPI Stock Holding History

Winton Group’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,488
Closed -$675K – 744
2024
Q1 		$675K Sell
5,488
-222
-4% -$25.8K 0.05% 427
2023
Q4 		$717K Sell
5,710
-2,000
-26% -$216K 0.05% 209
2023
Q3 		$790K Sell
7,710
-2,221
-22% -$224K 0.07% 181
2023
Q2 		$964K Sell
9,931
-9,277
-48% -$774K 0.08% 164
2023
Q1 		$1.53M Buy
19,208
+9,069
+89% +$776K 0.09% 289
2022
Q4 		$804K Buy
10,139
+5,187
+105% +$396K 0.05% 484
2022
Q3 		$357K Buy
4,952
+343
+7% +$27.3K 0.02% 740
2022
Q2 		$314K Buy
+4,609
New +$347K 0.02% 797
2020
Q1 		– Sell
-18,183
Closed -$867K – 1551
2019
Q4 		$867K Buy
18,183
+10,026
+123% +$472K 0.01% 1103
2019
Q3 		$325K Buy
+8,157
New +$317K ﹤0.01% 1250
2018
Q2 		– Sell
-178,827
Closed -$5.8M – 1165
2018
Q1 		$5.8M Buy
178,827
+19,445
+12% +$690K 0.16% 195
2017
Q4 		$6M Buy
+159,382
New +$5.86M 0.17% 188

Other funds holding UFPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winton Group's UFPI Position: Q2 2024 in Review

Winton Group sold out of UFP Industries (UFPI) in Q2 2024, closing a stake of 5,488 shares — an estimated $675K sold.

Winton Group first reported a position in UFPI in Q4 2017 and held it in 12 quarters. The position peaked at $6M in Q4 2017. 426 funds tracked by Wall St. Rank hold UFPI as of Q2 2024.

  • Winton Group reported no remaining UFP Industries position as of Q2 2024 after selling out during the quarter.
  • Winton Group sold 5,488 UFP Industries shares in Q2 2024, an estimated $675K.
  • Winton Group first reported a position in UFP Industries in Q4 2017 and held it in 12 quarters.
  • Winton Group's UFP Industries position peaked at $6M in Q4 2017.
  • 426 funds tracked by Wall St. Rank held UFP Industries as of Q2 2024.

Based on Winton Group's 13F filing for Q2 2024, filed 9 Aug 2024.