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Advisor Partners’s United Fire Group UFCS Stock Holding History

Advisor Partners’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
2022
Q2 		$378K Buy
11,038
+749
+7% +$23.4K 0.03% 566
2022
Q1 		$320K Buy
10,289
+1,611
+19% +$42.8K 0.02% 654
2021
Q4 		$202K Buy
+8,678
New +$195K 0.01% 827
2021
Q3 		– Sell
-7,781
Closed -$216K – 849
2021
Q2 		$216K Sell
7,781
-129
-2% -$4.02K 0.01% 769
2021
Q1 		$275K Buy
+7,910
New +$249K 0.02% 663
2020
Q3 		– Sell
-9,478
Closed -$263K – 714
2020
Q2 		$263K Buy
+9,478
New +$267K 0.02% 561

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advisor Partners's UFCS Position: Q2 2022 in Review

Advisor Partners increased its United Fire Group (UFCS) stake by 7.3% in Q2 2022, buying an estimated $23.4K and bringing the position to 11,038 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #566.

Advisor Partners first reported a position in UFCS in Q2 2020 and has held it in 6 quarters since. 135 funds tracked by Wall St. Rank hold UFCS as of Q2 2022.

  • Advisor Partners held 11,038 shares of United Fire Group worth $378K as of Q2 2022.
  • Advisor Partners bought 749 United Fire Group shares in Q2 2022, an estimated $23.4K.
  • United Fire Group made up 0.03% of Advisor Partners's portfolio in Q2 2022, its #566 holding.
  • Advisor Partners first reported a position in United Fire Group in Q2 2020 and has held it in 6 quarters since.
  • 135 funds tracked by Wall St. Rank held United Fire Group as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.