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Chicago Equity Partners’s United Fire Group UFCS Stock Holding History

Chicago Equity Partners’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
2019
Q3 		– Sell
-16,406
Closed -$795K – 965
2019
Q2 		$795K Buy
+16,406
New +$750K 0.04% 582
2016
Q2 		– Sell
-103,335
Closed -$4.53M – 692
2016
Q1 		$4.53M Buy
103,335
+1,840
+2% +$72.5K 0.13% 164
2015
Q4 		$3.89M Buy
101,495
+34,697
+52% +$1.32M 0.1% 184
2015
Q3 		$2.34M Buy
+66,798
New +$2.31M 0.07% 233
2013
Q4 		– Sell
-7,500
Closed -$228K – 476
2013
Q3 		$228K Buy
+7,500
New +$216K 0.01% 403

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Chicago Equity Partners's UFCS Position: Q3 2019 in Review

Chicago Equity Partners sold out of United Fire Group (UFCS) in Q3 2019, closing a stake of 16,406 shares — an estimated $795K sold.

Chicago Equity Partners first reported a position in UFCS in Q3 2013 and held it in 5 quarters. The position peaked at $4.53M in Q1 2016. 148 funds tracked by Wall St. Rank hold UFCS as of Q3 2019.

  • Chicago Equity Partners reported no remaining United Fire Group position as of Q3 2019 after selling out during the quarter.
  • Chicago Equity Partners sold 16,406 United Fire Group shares in Q3 2019, an estimated $795K.
  • Chicago Equity Partners first reported a position in United Fire Group in Q3 2013 and held it in 5 quarters.
  • Chicago Equity Partners's United Fire Group position peaked at $4.53M in Q1 2016.
  • 148 funds tracked by Wall St. Rank held United Fire Group as of Q3 2019.

Based on Chicago Equity Partners's 13F filing for Q3 2019, filed 30 Oct 2019.