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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

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Vanguard Group
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EARNEST Partners
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State Street
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Bank of America
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return