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Brinker Capital Investments’s United Fire Group UFCS Stock Holding History

Brinker Capital Investments’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
Q2 		– Sell
-9,663
Closed -$210K – 1805
2024
Q1 		$210K Buy
9,663
+8
+0.1% +$178 ﹤0.01% 1605
2023
Q4 		$204K Buy
+9,655
New +$196K ﹤0.01% 1577
2022
Q4 		– Sell
-7,188
Closed -$206K – 1393
2022
Q3 		$206K Sell
7,188
-69
-1% -$2.13K ﹤0.01% 1268
2022
Q2 		$248K Sell
7,257
-1,603
-18% -$50K ﹤0.01% 1232
2022
Q1 		$275K Buy
+8,860
New +$235K ﹤0.01% 1254
2021
Q4 		– Sell
-7,583
Closed -$210K – 1439
2021
Q3 		$210K Hold
7,583
– – ﹤0.01% 1247
2021
Q2 		$210K Buy
7,583
+64
+0.9% +$1.99K ﹤0.01% 1300
2021
Q1 		$262K Buy
+7,519
New +$237K ﹤0.01% 1088

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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return