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

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

Other funds holding UFCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Burgundy Asset Management's UFCS Position: Q4 2020 in Review

Burgundy Asset Management sold out of United Fire Group (UFCS) in Q4 2020, closing a stake of 20,827 shares — an estimated $423K sold.

Burgundy Asset Management first reported a position in UFCS in Q2 2018 and held it in 10 quarters. The position peaked at $8.89M in Q2 2018. 120 funds tracked by Wall St. Rank hold UFCS as of Q4 2020.

Burgundy Asset Management reported no remaining United Fire Group position as of Q4 2020 after selling out during the quarter.
Burgundy Asset Management sold 20,827 United Fire Group shares in Q4 2020, an estimated $423K.
Burgundy Asset Management first reported a position in United Fire Group in Q2 2018 and held it in 10 quarters.
Burgundy Asset Management's United Fire Group position peaked at $8.89M in Q2 2018.
120 funds tracked by Wall St. Rank held United Fire Group as of Q4 2020.

Based on Burgundy Asset Management's 13F filing for Q4 2020, filed 12 Feb 2021.