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Brinker Capital’s United Fire Group UFCS Stock Holding History

Brinker Capital’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
2020
Q2 		– Sell
-6,717
Closed -$219K – 984
2020
Q1 		$219K Sell
6,717
-2,587
-28% -$105K 0.01% 842
2019
Q4 		$407K Sell
9,304
-17,540
-65% -$784K 0.01% 775
2019
Q3 		$1.26M Buy
26,844
+1,723
+7% +$81.9K 0.04% 415
2019
Q2 		$1.22M Buy
25,121
+1,391
+6% +$63.6K 0.04% 410
2019
Q1 		$1.04M Sell
23,730
-1,498
-6% -$74.9K 0.04% 447
2018
Q4 		$1.4M Sell
25,228
-729
-3% -$37.5K 0.06% 308
2018
Q3 		$1.32M Sell
25,957
-1,845
-7% -$98.5K 0.05% 411
2018
Q2 		$1.51M Buy
27,802
+53
+0.2% +$2.75K 0.06% 356
2018
Q1 		$1.33M Buy
27,749
+55
+0.2% +$2.48K 0.05% 390
2017
Q4 		$1.26M Sell
27,694
-893
-3% -$41.8K 0.05% 355
2017
Q3 		$1.31M Sell
28,587
-1,317
-4% -$57.1K 0.05% 337
2017
Q2 		$1.32M Buy
29,904
+667
+2% +$28.9K 0.06% 311
2017
Q1 		$1.25M Buy
+29,237
New +$1.31M 0.06% 305

Other funds holding UFCS

BlackRock
BlackRock New York $5.7T 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return