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Ziegler Capital Management’s UFP Industries UFPI Stock Holding History

Ziegler Capital 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
2024
Q1 		$10.5M Buy
85,337
+42,642
+100% +$4.95M 0.4% 80
2023
Q4 		$5.36M Sell
42,695
-104,938
-71% -$11.3M 0.24% 100
2023
Q3 		$15.1M Sell
147,633
-27
-0% -$2.73K 0.6% 33
2023
Q2 		$14.3M Sell
147,660
-1,105
-0.7% -$92.2K 0.55% 34
2023
Q1 		$11.8M Sell
148,765
-28,848
-16% -$2.47M 0.47% 60
2022
Q4 		$14.1M Sell
177,613
-4,858
-3% -$371K 0.59% 35
2022
Q3 		$13.2M Sell
182,471
-4,636
-2% -$369K 0.58% 40
2022
Q2 		$12.8M Sell
187,107
-2,419
-1% -$182K 0.52% 41
2022
Q1 		$14.6M Sell
189,526
-4,145
-2% -$346K 0.62% 39
2021
Q4 		$17.8M Sell
193,671
-3,506
-2% -$295K 0.64% 30
2021
Q3 		$13.4M Buy
197,177
+128,677
+188% +$9.35M 0.49% 65
2021
Q2 		$14.8M Sell
68,500
-137,702
-67% -$10.9M 0.49% 57
2021
Q1 		$15.6M Sell
206,202
-2,428
-1% -$152K 0.49% 64
2020
Q4 		$11.6M Buy
208,630
+3,542
+2% +$194K 0.38% 87
2020
Q3 		$11.6M Sell
205,088
-42,127
-17% -$2.38M 0.45% 58
2020
Q2 		$12.2M Sell
247,215
-17,152
-6% -$730K 0.39% 68
2020
Q1 		$9.83M Buy
+264,367
New +$12.1M 0.26% 103

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ziegler Capital Management's UFPI Position: Q1 2024 in Review

Ziegler Capital Management increased its UFP Industries (UFPI) stake by 100% in Q1 2024, buying an estimated $4.95M and bringing the position to 85,337 shares worth $10.5M. The position accounts for 0.4% of the portfolio, ranked #80.

Ziegler Capital Management first reported a position in UFPI in Q1 2020 and has held it in 17 quarters since. The position peaked at $17.8M in Q4 2021. 426 funds tracked by Wall St. Rank hold UFPI as of Q1 2024.

  • Ziegler Capital Management held 85,337 shares of UFP Industries worth $10.5M as of Q1 2024.
  • Ziegler Capital Management bought 42,642 UFP Industries shares in Q1 2024, an estimated $4.95M.
  • UFP Industries made up 0.4% of Ziegler Capital Management's portfolio in Q1 2024, its #80 holding.
  • Ziegler Capital Management first reported a position in UFP Industries in Q1 2020 and has held it in 17 quarters since.
  • Ziegler Capital Management's UFP Industries position peaked at $17.8M in Q4 2021.
  • 426 funds tracked by Wall St. Rank held UFP Industries as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.