Barrow, Hanley, Mewhinney & Strauss
UFCS icon

Barrow, Hanley, Mewhinney & Strauss’s United Fire Group UFCS Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2024
Q4 		– Sell
-140
Closed -$2.93K – 347
2024
Q3 		$2.93K Buy
+140
New +$2.9K ﹤0.01% 290
2023
Q1 		– Sell
-50
Closed -$1.37K – 299
2022
Q4 		$1.37K Hold
50
– – ﹤0.01% 278
2022
Q3 		$1K Hold
50
– – ﹤0.01% 290
2022
Q2 		$2K Hold
50
– – ﹤0.01% 280
2022
Q1 		$2K Sell
50
-521
-91% -$13.8K ﹤0.01% 299
2021
Q4 		$13K Hold
571
– – ﹤0.01% 328
2021
Q3 		$13K Hold
571
– – ﹤0.01% 310
2021
Q2 		$16K Sell
571
-207
-27% -$6.45K ﹤0.01% 309
2021
Q1 		$27K Buy
+778
New +$24.5K ﹤0.01% 293

Other funds holding UFCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return