BIM
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Bogle Investment Management’s United Fire Group UFCS Stock Holding History

Bogle Investment Management’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
2019
Q3 		– Sell
-6,224
Closed -$302K – 329
2019
Q2 		$302K Buy
+6,224
New +$284K 0.02% 255
2016
Q2 		– Sell
-42,496
Closed -$1.86M – 466
2016
Q1 		$1.86M Buy
+42,496
New +$1.67M 0.12% 177
2013
Q4 		– Sell
-22,746
Closed -$693K – 358
2013
Q3 		$693K Sell
22,746
-6,660
-23% -$191K 0.07% 244
2013
Q2 		$730K Buy
+29,406
New +$817K 0.09% 222

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return