Aperio Group’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $831K | Buy |
33,090
+13,301
| +67% | +$334K | ﹤0.01% | 1693 |
|
|
2020
Q3 | $402K | Buy |
19,789
+9,378
| +90% | +$191K | ﹤0.01% | 1936 |
|
|
2020
Q2 | $288K | Buy |
10,411
+1,439
| +16% | +$39.8K | ﹤0.01% | 2045 |
|
|
2020
Q1 | $293K | Sell |
8,972
-581
| -6% | -$19K | ﹤0.01% | 1916 |
|
|
2019
Q4 | $418K | Sell |
9,553
-2,246
| -19% | -$98.3K | ﹤0.01% | 1903 |
|
|
2019
Q3 | $554K | Buy |
11,799
+119
| +1% | +$5.59K | ﹤0.01% | 1700 |
|
|
2019
Q2 | $566K | Sell |
11,680
-2,399
| -17% | -$116K | ﹤0.01% | 1717 |
|
|
2019
Q1 | $615K | Sell |
14,079
-517
| -4% | -$22.6K | ﹤0.01% | 1628 |
|
|
2018
Q4 | $809K | Buy |
14,596
+3,433
| +31% | +$190K | ﹤0.01% | 1423 |
|
|
2018
Q3 | $567K | Sell |
11,163
-626
| -5% | -$31.8K | ﹤0.01% | 1696 |
|
|
2018
Q2 | $643K | Buy |
11,789
+771
| +7% | +$42.1K | ﹤0.01% | 1635 |
|
|
2018
Q1 | $528K | Sell |
11,018
-641
| -5% | -$30.7K | ﹤0.01% | 1667 |
|
|
2017
Q4 | $532K | Sell |
11,659
-337
| -3% | -$15.4K | ﹤0.01% | 1672 |
|
|
2017
Q3 | $550K | Buy |
11,996
+892
| +8% | +$40.9K | ﹤0.01% | 1605 |
|
|
2017
Q2 | $489K | Buy |
11,104
+1,109
| +11% | +$48.8K | ﹤0.01% | 1673 |
|
|
2017
Q1 | $427K | Sell |
9,995
-1,711
| -15% | -$73.1K | ﹤0.01% | 1639 |
|
|
2016
Q4 | $575K | Buy |
11,706
+1,360
| +13% | +$66.8K | ﹤0.01% | 1431 |
|
|
2016
Q3 | $438K | Sell |
10,346
-786
| -7% | -$33.3K | ﹤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% | +$49.8K | ﹤0.01% | 1385 |
|
|
2015
Q4 | $382K | Buy |
9,969
+4,155
| +71% | +$159K | ﹤0.01% | 1487 |
|
|
2015
Q3 | $204K | Buy |
+5,814
| New | +$204K | ﹤0.01% | 1759 |
|