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Aperio Group’s United Fire Group UFCS Stock Holding History

Aperio Group’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
2020
Q4 		$831K Buy
33,090
+13,301
+67% +$303K ﹤0.01% 1693
2020
Q3 		$402K Buy
19,789
+9,378
+90% +$235K ﹤0.01% 1936
2020
Q2 		$288K Buy
10,411
+1,439
+16% +$40.6K ﹤0.01% 2045
2020
Q1 		$293K Sell
8,972
-581
-6% -$23.6K ﹤0.01% 1916
2019
Q4 		$418K Sell
9,553
-2,246
-19% -$100K ﹤0.01% 1903
2019
Q3 		$554K Buy
11,799
+119
+1% +$5.66K ﹤0.01% 1700
2019
Q2 		$566K Sell
11,680
-2,399
-17% -$110K ﹤0.01% 1717
2019
Q1 		$615K Sell
14,079
-517
-4% -$25.8K ﹤0.01% 1628
2018
Q4 		$809K Buy
14,596
+3,433
+31% +$177K ﹤0.01% 1423
2018
Q3 		$567K Sell
11,163
-626
-5% -$33.4K ﹤0.01% 1696
2018
Q2 		$643K Buy
11,789
+771
+7% +$40.1K ﹤0.01% 1635
2018
Q1 		$528K Sell
11,018
-641
-5% -$28.8K ﹤0.01% 1667
2017
Q4 		$532K Sell
11,659
-337
-3% -$15.8K ﹤0.01% 1672
2017
Q3 		$550K Buy
11,996
+892
+8% +$38.6K ﹤0.01% 1605
2017
Q2 		$489K Buy
11,104
+1,109
+11% +$48.1K ﹤0.01% 1673
2017
Q1 		$427K Sell
9,995
-1,711
-15% -$76.9K ﹤0.01% 1639
2016
Q4 		$575K Buy
11,706
+1,360
+13% +$60.4K ﹤0.01% 1431
2016
Q3 		$438K Sell
10,346
-786
-7% -$33.5K ﹤0.01% 1525
2016
Q2 		$473K Buy
11,132
+27
+0.2% +$1.15K ﹤0.01% 1417
2016
Q1 		$487K Buy
11,105
+1,136
+11% +$44.7K ﹤0.01% 1385
2015
Q4 		$382K Buy
9,969
+4,155
+71% +$158K ﹤0.01% 1487
2015
Q3 		$204K Buy
+5,814
New +$201K ﹤0.01% 1759

Other funds holding UFCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's UFCS Position: Q4 2020 in Review

Aperio Group increased its United Fire Group (UFCS) stake by 67% in Q4 2020, buying an estimated $303K and bringing the position to 33,090 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

Aperio Group first reported a position in UFCS in Q3 2015 and has held it in 22 quarters since. 120 funds tracked by Wall St. Rank hold UFCS as of Q4 2020.

  • Aperio Group held 33,090 shares of United Fire Group worth $831K as of Q4 2020.
  • Aperio Group bought 13,301 United Fire Group shares in Q4 2020, an estimated $303K.
  • United Fire Group made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1693 holding.
  • Aperio Group first reported a position in United Fire Group in Q3 2015 and has held it in 22 quarters since.
  • 120 funds tracked by Wall St. Rank held United Fire Group as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.