Advisory Research’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-156,390
| Closed | -$7.35M | – | 345 |
|
|
2019
Q3 | $7.35M | Sell |
156,390
-226
| -0.1% | -$10.6K | 0.35% | 75 |
|
|
2019
Q2 | $7.59M | Sell |
156,616
-52,119
| -25% | -$2.53M | 0.15% | 113 |
|
|
2019
Q1 | $9.12M | Sell |
208,735
-187,695
| -47% | -$8.2M | 0.18% | 107 |
|
|
2018
Q4 | $22M | Buy |
396,430
+71,635
| +22% | +$3.97M | 0.47% | 58 |
|
|
2018
Q3 | $16.5M | Buy |
324,795
+48,345
| +17% | +$2.45M | 0.27% | 93 |
|
|
2018
Q2 | $15.1M | Sell |
276,450
-1,834
| -0.7% | -$100K | 0.24% | 108 |
|
|
2018
Q1 | $13.3M | Buy |
278,284
+150,938
| +119% | +$7.22M | 0.24% | 106 |
|
|
2017
Q4 | $5.8M | Buy |
+127,346
| New | +$5.8M | 0.1% | 142 |
|