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Ufp Industries shares owned by Planned Solutions

Quarter-by-quarter ownership of Ufp Industries (UFPI) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Ufp Industries

Tip: Access up to 7 years of quarterly data

All positions including Ufp Industries held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ufp Industries by Planned Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $88k 700 125.55
2020-12-31 $39k 700 55.71

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Invesco S&p 500 Garp Etf Etf (SPGP)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Illinois Tool Wks Stock (ITW)
Schwab U.s. Small-cap Etf Etf (SCHA)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)
Ishares Msci Global Energy Producers Etf Etf (FILL)

View all positions for Planned Solutions

Top funds holding Ufp Industries

Vanguard Group
Dimensional Fund Advisors
Franklin Resources
Victory Capital Management
Allspring Global Investments Holdings
Charles Schwab Investment Management
T. Rowe Price Associates
Royce & Associates
Norges Bank Investment Management
Bank of New York Mellon
Jpmorgan Chase & Co
Goldman Sachs Group
AQR Capital Management
Copeland Capital Management
Jennifer Ranahan

View all funds holding Ufp Industries