Berman Capital Advisors’s United Fire Group UFCS Stock Holding History

Berman Capital Advisors’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
2021 Q3	$4K	Sell	174 -57	-25%	-$1.43K	﹤0.01%	1517
2021 Q2	$6K	Hold	231	–	–	﹤0.01%	1311
2021 Q1	$8K	Hold	231	–	–	﹤0.01%	1126
2020 Q4	$5K	Buy	231 +209	+950%	+$4.76K	﹤0.01%	1179
2020 Q3	$0	Sell	22 -305	-93%	-$7.63K	﹤0.01%	1774
2020 Q2	$9K	Buy	327 +284	+660%	+$8.01K	﹤0.01%	816
2020 Q1	$1K	Buy	43 +22	+105%	+$893	﹤0.01%	1380
2019 Q4	$0	Hold	21	–	–	﹤0.01%	1551
2019 Q3	$0	Hold	21	–	–	﹤0.01%	1584
2019 Q2	$1K	Buy	+21	New	+$959	﹤0.01%	1395

Other funds holding UFCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's UFCS Position: Q3 2021 in Review

Berman Capital Advisors reduced its United Fire Group (UFCS) stake by 25% in Q3 2021, selling an estimated $1.43K and leaving 174 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Berman Capital Advisors first reported a position in UFCS in Q2 2019 and has held it in 10 quarters since. The position peaked at $9K in Q2 2020. 129 funds tracked by Wall St. Rank hold UFCS as of Q3 2021.

Berman Capital Advisors held 174 shares of United Fire Group worth $4K as of Q3 2021.
Berman Capital Advisors sold 57 United Fire Group shares in Q3 2021, an estimated $1.43K.
United Fire Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1517 holding.
Berman Capital Advisors first reported a position in United Fire Group in Q2 2019 and has held it in 10 quarters since.
Berman Capital Advisors's United Fire Group position peaked at $9K in Q2 2020.
129 funds tracked by Wall St. Rank held United Fire Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.