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Bruce G. Allen Investments’s United Fire Group UFCS Stock Holding History

Bruce G. Allen 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
Q1 		– Sell
-39
Closed -$785 – 1035
2023
Q4 		$785 Buy
+39
New +$791 ﹤0.01% 860

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

Bruce G. Allen Investments's UFCS Position: Q1 2024 in Review

Bruce G. Allen Investments sold out of United Fire Group (UFCS) in Q1 2024, closing a stake of 39 shares — an estimated $785 sold.

Bruce G. Allen Investments first reported a position in UFCS in Q4 2023 and held it in 1 quarter. The position peaked at $785 in Q4 2023. 141 funds tracked by Wall St. Rank hold UFCS as of Q1 2024.

  • Bruce G. Allen Investments reported no remaining United Fire Group position as of Q1 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 39 United Fire Group shares in Q1 2024, an estimated $785.
  • Bruce G. Allen Investments first reported a position in United Fire Group in Q4 2023 and held it in 1 quarter.
  • Bruce G. Allen Investments's United Fire Group position peaked at $785 in Q4 2023.
  • 141 funds tracked by Wall St. Rank held United Fire Group as of Q1 2024.

Based on Bruce G. Allen Investments's 13F filing for Q1 2024, filed 10 Apr 2024.