Number of Shares
318,366.00
Current Holdings Value*
$34.08 Mil
% of Portfolio
2.34%
Total Estimate Gain
$-1.34 Mil
% of Total Estimate Gain
-3.35%

Wasatch Small Cap Value Fund's UFP Industries Inc Holding Summary

As of 2025-03-31, WASATCH FUNDS TRUST held 318,366.00 shares of UFP Industries Inc(UFPI), totaling $34.08 Mil. This investment constitutes 2.34% of their stock portfolio, and WASATCH FUNDS TRUST now holds 0.53% of the outstanding UFP Industries Inc(UFPI) stock.

The initial trade took place in 2023Q3. And since then Wasatch Small Cap Value Fund has made 4 purchases of UFPI, at an average price of $109.38, for a total of 364,496.00 shares. In addition, there have been 1 sales at an average price of $128.85 for 46,130.00 shares. Based on historical transaction data and UFPI's current price of $102.36, Wasatch Small Cap Value Fund's estimated gain on his UFPI holdings is $-1.34 Mil, reflecting a -3.35% gain to date.

Wasatch Small Cap Value Fund UFPI ($102.36) Holding Chart

Wasatch Small Cap Value Fund UFPI ($102.36) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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