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Cornercap Investment Counsel’s United Fire Group UFCS Stock Holding History

Cornercap Investment Counsel’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
2024
Q3 		– Sell
-24,956
Closed -$536K – 635
2024
Q2 		$536K Buy
+24,956
New +$552K 0.09% 408
2022
Q2 		– Sell
-18,237
Closed -$567K – 681
2022
Q1 		$567K Sell
18,237
-8,318
-31% -$221K 0.06% 429
2021
Q4 		$616K Buy
+26,555
New +$597K 0.09% 404
2015
Q2 		– Sell
-15,370
Closed -$488K – 389
2015
Q1 		$488K Buy
+15,370
New +$451K 0.09% 147

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cornercap Investment Counsel's UFCS Position: Q3 2024 in Review

Cornercap Investment Counsel sold out of United Fire Group (UFCS) in Q3 2024, closing a stake of 24,956 shares — an estimated $536K sold.

Cornercap Investment Counsel first reported a position in UFCS in Q1 2015 and held it in 4 quarters. The position peaked at $616K in Q4 2021. 154 funds tracked by Wall St. Rank hold UFCS as of Q3 2024.

  • Cornercap Investment Counsel reported no remaining United Fire Group position as of Q3 2024 after selling out during the quarter.
  • Cornercap Investment Counsel sold 24,956 United Fire Group shares in Q3 2024, an estimated $536K.
  • Cornercap Investment Counsel first reported a position in United Fire Group in Q1 2015 and held it in 4 quarters.
  • Cornercap Investment Counsel's United Fire Group position peaked at $616K in Q4 2021.
  • 154 funds tracked by Wall St. Rank held United Fire Group as of Q3 2024.

Based on Cornercap Investment Counsel's 13F filing for Q3 2024, filed 6 Nov 2024.