Citadel Advisors
UFCS icon

Citadel Advisors’s United Fire Group UFCS Stock Holding History

Citadel Advisors’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
2025
Q2 		– Sell
-100
Closed -$2.95K – 15187
2025
Q1 		$2.95K Hold
100
– – ﹤0.01% 13997
2024
Q4 		$2.85K Sell
100
-1,500
-94% -$37.8K ﹤0.01% 14048
2024
Q3 		$33.5K Sell
1,600
-1,500
-48% -$31K ﹤0.01% 12329
2024
Q2 		$66.6K Buy
3,100
+1,300
+72% +$28.8K ﹤0.01% 11438
2024
Q1 		$39.2K Buy
1,800
+1,700
+1,700% +$37.8K ﹤0.01% 12414
2023
Q4 		$2.01K Sell
100
-2,200
-96% -$44.6K ﹤0.01% 13752
2023
Q3 		$45.4K Buy
+2,300
New +$48.1K ﹤0.01% 11855
2023
Q2 		– Sell
-500
Closed -$13.3K – 15267
2023
Q1 		$13.3K Buy
500
+300
+150% +$8.54K ﹤0.01% 13368
2022
Q4 		$5.47K Buy
+200
New +$5.84K ﹤0.01% 13995
2022
Q1 		– Sell
-17,300
Closed -$401K – 14609
2021
Q4 		$401K Buy
17,300
+2,800
+19% +$62.9K ﹤0.01% 10217
2021
Q3 		$335K Buy
+14,500
New +$362K ﹤0.01% 10816

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return