Burgundy Asset Management’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-20,827
| Closed | -$423K | – | 113 |
|
|
2020
Q3 | $423K | Sell |
20,827
-117,770
| -85% | -$2.39M | ﹤0.01% | 95 |
|
|
2020
Q2 | $3.84M | Sell |
138,597
-522
| -0.4% | -$14.5K | 0.05% | 81 |
|
|
2020
Q1 | $4.54M | Sell |
139,119
-2,296
| -2% | -$74.9K | 0.06% | 79 |
|
|
2019
Q4 | $6.18M | Sell |
141,415
-460
| -0.3% | -$20.1K | 0.06% | 84 |
|
|
2019
Q3 | $6.67M | Buy |
141,875
+2,228
| +2% | +$105K | 0.07% | 84 |
|
|
2019
Q2 | $6.77M | Buy |
139,647
+534
| +0.4% | +$25.9K | 0.07% | 83 |
|
|
2019
Q1 | $6.08M | Sell |
139,113
-14,410
| -9% | -$630K | 0.06% | 86 |
|
|
2018
Q4 | $8.51M | Buy |
153,523
+817
| +0.5% | +$45.3K | 0.09% | 85 |
|
|
2018
Q3 | $7.75M | Sell |
152,706
-10,344
| -6% | -$525K | 0.07% | 85 |
|
|
2018
Q2 | $8.89M | Buy |
+163,050
| New | +$8.89M | 0.09% | 83 |
|