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Zacks Investment Management’s UFP Technologies UFPT Stock Holding History

Zacks Investment Management’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
2022
Q2 		– Sell
-17,586
Closed -$1.16M – 656
2022
Q1 		$1.16M Buy
+17,586
New +$1.21M 0.02% 347
2021
Q4 		– Sell
-8,643
Closed -$532K – 680
2021
Q3 		$532K Buy
+8,643
New +$545K 0.01% 444

Other funds holding UFPT

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Zacks Investment Management's UFPT Position: Q2 2022 in Review

Zacks Investment Management sold out of UFP Technologies (UFPT) in Q2 2022, closing a stake of 17,586 shares — an estimated $1.16M sold.

Zacks Investment Management first reported a position in UFPT in Q3 2021 and held it in 2 quarters. The position peaked at $1.16M in Q1 2022. 104 funds tracked by Wall St. Rank hold UFPT as of Q2 2022.

  • Zacks Investment Management reported no remaining UFP Technologies position as of Q2 2022 after selling out during the quarter.
  • Zacks Investment Management sold 17,586 UFP Technologies shares in Q2 2022, an estimated $1.16M.
  • Zacks Investment Management first reported a position in UFP Technologies in Q3 2021 and held it in 2 quarters.
  • Zacks Investment Management's UFP Technologies position peaked at $1.16M in Q1 2022.
  • 104 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2022.

Based on Zacks Investment Management's 13F filing for Q2 2022, filed 15 Aug 2022.