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World Asset Management’s UFP Industries UFPI Stock Holding History

World Asset Management’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
2021
Q3 		– Sell
-2,833
Closed -$211K – 869
2021
Q2 		$211K Sell
2,833
-112
-4% -$8.84K 0.02% 835
2021
Q1 		$247K Buy
+2,945
New +$184K 0.02% 775

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

World Asset Management's UFPI Position: Q3 2021 in Review

World Asset Management sold out of UFP Industries (UFPI) in Q3 2021, closing a stake of 2,833 shares — an estimated $211K sold.

World Asset Management first reported a position in UFPI in Q1 2021 and held it in 2 quarters. The position peaked at $247K in Q1 2021. 288 funds tracked by Wall St. Rank hold UFPI as of Q3 2021.

  • World Asset Management reported no remaining UFP Industries position as of Q3 2021 after selling out during the quarter.
  • World Asset Management sold 2,833 UFP Industries shares in Q3 2021, an estimated $211K.
  • World Asset Management first reported a position in UFP Industries in Q1 2021 and held it in 2 quarters.
  • World Asset Management's UFP Industries position peaked at $247K in Q1 2021.
  • 288 funds tracked by Wall St. Rank held UFP Industries as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.