ZPR Investment Management’s UFP Industries UFPI Stock Holding History

ZPR Investment 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
2019 Q3	$848K	Buy	+21,260	New	+$827K	1.81%	21
2019 Q1	–	Sell	-18,723	Closed	-$486K	–	100
2018 Q4	$486K	Buy	+18,723	New	+$538K	0.97%	35
2017 Q3	–	Sell	-64,560	Closed	-$1.88M	–	70
2017 Q2	$1.88M	Buy	+64,560	New	+$1.96M	2.88%	11
2016 Q2	–	Sell	-34,605	Closed	-$990K	–	49
2016 Q1	$990K	Sell	34,605 -149,595	-81%	-$3.56M	1.45%	18
2015 Q4	$4.2M	Sell	184,200 -57,960	-24%	-$1.38M	5.18%	10
2015 Q3	$4.66M	Sell	242,160 -51,987	-18%	-$1.03M	5.69%	9
2015 Q2	$5.1M	Sell	294,147 -2,730	-0.9%	-$50K	5.35%	10
2015 Q1	$5.49M	Sell	296,877 -10,440	-3%	-$182K	5.58%	7
2014 Q4	$5.45M	Buy	307,317 +139,392	+83%	+$2.26M	5.84%	6
2014 Q3	$2.39M	Buy	+167,925	New	+$2.59M	2.46%	17

Other funds holding UFPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ZPR Investment Management's UFPI Position: Q3 2019 in Review

ZPR Investment Management opened a new position in UFP Industries (UFPI) in Q3 2019: 21,260 shares worth $848K. The stake represents 1.81% of the portfolio and ranks #21 among its holdings. This is a return to the name: ZPR Investment Management previously reported a position in UFPI as recently as Q4 2018.

ZPR Investment Management first reported a position in UFPI in Q3 2014 and has held it in 10 quarters since. The position peaked at $5.49M in Q1 2015. 249 funds tracked by Wall St. Rank hold UFPI as of Q3 2019.

ZPR Investment Management held 21,260 shares of UFP Industries worth $848K as of Q3 2019.
UFP Industries was a new ZPR Investment Management position in Q3 2019.
UFP Industries made up 1.81% of ZPR Investment Management's portfolio in Q3 2019, its #21 holding.
ZPR Investment Management first reported a position in UFP Industries in Q3 2014 and has held it in 10 quarters since.
ZPR Investment Management's UFP Industries position peaked at $5.49M in Q1 2015.
249 funds tracked by Wall St. Rank held UFP Industries as of Q3 2019.

Based on ZPR Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.