Creative Financial Designs
UFCS icon

Creative Financial Designs’s United Fire Group UFCS Stock Holding History

Creative Financial Designs’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
2021
Q4 		– Sell
-268
Closed -$6K – 1444
2021
Q3 		$6K Hold
268
– – ﹤0.01% 1134
2021
Q2 		$7K Hold
268
– – ﹤0.01% 1100
2021
Q1 		$9K Hold
268
– – ﹤0.01% 962
2020
Q4 		$7K Hold
268
– – ﹤0.01% 930
2020
Q3 		$5K Hold
268
– – ﹤0.01% 947
2020
Q2 		$7K Buy
+268
New +$7.56K ﹤0.01% 823

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Financial Designs's UFCS Position: Q4 2021 in Review

Creative Financial Designs sold out of United Fire Group (UFCS) in Q4 2021, closing a stake of 268 shares — an estimated $6K sold.

Creative Financial Designs first reported a position in UFCS in Q2 2020 and held it in 6 quarters. The position peaked at $9K in Q1 2021. 127 funds tracked by Wall St. Rank hold UFCS as of Q4 2021.

  • Creative Financial Designs reported no remaining United Fire Group position as of Q4 2021 after selling out during the quarter.
  • Creative Financial Designs sold 268 United Fire Group shares in Q4 2021, an estimated $6K.
  • Creative Financial Designs first reported a position in United Fire Group in Q2 2020 and held it in 6 quarters.
  • Creative Financial Designs's United Fire Group position peaked at $9K in Q1 2021.
  • 127 funds tracked by Wall St. Rank held United Fire Group as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.