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Bleakley Financial Group’s United Fire Group UFCS Stock Holding History

Bleakley Financial 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
2023
Q3 		– Sell
-9,142
Closed -$207K – 954
2023
Q2 		$207K Buy
+9,142
New +$226K 0.01% 836

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Bleakley Financial Group's UFCS Position: Q3 2023 in Review

Bleakley Financial Group sold out of United Fire Group (UFCS) in Q3 2023, closing a stake of 9,142 shares — an estimated $207K sold.

Bleakley Financial Group first reported a position in UFCS in Q2 2023 and held it in 1 quarter. The position peaked at $207K in Q2 2023. 120 funds tracked by Wall St. Rank hold UFCS as of Q3 2023.

  • Bleakley Financial Group reported no remaining United Fire Group position as of Q3 2023 after selling out during the quarter.
  • Bleakley Financial Group sold 9,142 United Fire Group shares in Q3 2023, an estimated $207K.
  • Bleakley Financial Group first reported a position in United Fire Group in Q2 2023 and held it in 1 quarter.
  • Bleakley Financial Group's United Fire Group position peaked at $207K in Q2 2023.
  • 120 funds tracked by Wall St. Rank held United Fire Group as of Q3 2023.

Based on Bleakley Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.