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BAM
Burgundy Asset Management’s
United Fire Group
UFCS
Stock Holding History
Burgundy Asset Management’s Portfolio
UFCS Stock Details
UFCS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q4
–
Sell
-20,827
Closed
-$423K
–
113
2020
Q3
$423K
Sell
20,827
-117,770
-85%
-$2.95M
﹤0.01%
95
2020
Q2
$3.84M
Sell
138,597
-522
-0.4%
-$14.7K
0.05%
82
2020
Q1
$4.54M
Sell
139,119
-2,296
-2%
-$93.2K
0.06%
79
2019
Q4
$6.18M
Sell
141,415
-460
-0.3%
-$20.6K
0.06%
84
2019
Q3
$6.67M
Buy
141,875
+2,228
+2%
+$106K
0.07%
84
2019
Q2
$6.77M
Buy
139,647
+534
+0.4%
+$24.4K
0.07%
83
2019
Q1
$6.08M
Sell
139,113
-14,410
-9%
-$720K
0.06%
86
2018
Q4
$8.51M
Buy
153,523
+817
+0.5%
+$42.1K
0.09%
85
2018
Q3
$7.75M
Sell
152,706
-10,344
-6%
-$552K
0.07%
85
2018
Q2
$8.89M
Buy
+163,050
New
+$8.47M
0.09%
83
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Northern Trust
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$757B AUM
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1-Year Est. Return
Norges Bank
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$935B AUM
New York State Common Retirement Fund
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$71.6B AUM
29.66%
1-Year Est. Return
SFM
Systematic Financial Management
Teaneck, New Jersey
$4.36B AUM
40.56%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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