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Accel Wealth Management’s United Fire Group UFCS Stock Holding History

Accel Wealth Management’s Portfolio UFCS Stock Details UFCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,985
Closed -$52.7K – 819
2023
Q1 		$52.7K Buy
1,985
+1
+0.1% +$28 0.02% 466
2022
Q4 		$54.3K Buy
1,984
+1
+0.1% +$29 0.03% 342
2022
Q3 		$59K Hold
1,983
– – 0.03% 333
2022
Q2 		$66K Hold
1,983
– – 0.04% 303
2022
Q1 		$63K Hold
1,983
– – 0.03% 327
2021
Q4 		$46K Sell
1,983
-57
-3% -$1.28K 0.02% 393
2021
Q3 		$47K Hold
2,040
– – 0.03% 334
2021
Q2 		$57K Hold
2,040
– – 0.04% 321
2021
Q1 		$71K Hold
2,040
– – 0.06% 265
2020
Q4 		$51K Buy
+2,040
New +$46.5K 0.05% 292

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Accel Wealth Management's UFCS Position: Q2 2023 in Review

Accel Wealth Management sold out of United Fire Group (UFCS) in Q2 2023, closing a stake of 1,985 shares — an estimated $52.7K sold.

Accel Wealth Management first reported a position in UFCS in Q4 2020 and held it in 10 quarters. The position peaked at $71K in Q1 2021. 119 funds tracked by Wall St. Rank hold UFCS as of Q2 2023.

  • Accel Wealth Management reported no remaining United Fire Group position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 1,985 United Fire Group shares in Q2 2023, an estimated $52.7K.
  • Accel Wealth Management first reported a position in United Fire Group in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's United Fire Group position peaked at $71K in Q1 2021.
  • 119 funds tracked by Wall St. Rank held United Fire Group as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.