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Credit Suisse’s United Fire Group UFCS Stock Holding History

Credit Suisse’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
Q1 		$434K Buy
19,931
+722
+4% +$16K ﹤0.01% 2698
2023
Q4 		$386K Sell
19,209
-2,889
-13% -$58.6K ﹤0.01% 2839
2023
Q3 		$436K Sell
22,098
-1,348
-6% -$28.2K ﹤0.01% 2741
2023
Q2 		$531K Sell
23,446
-3,132
-12% -$77.4K ﹤0.01% 2746
2023
Q1 		$706K Buy
26,578
+5
+0% +$142 ﹤0.01% 2533
2022
Q4 		$727K Buy
26,573
+10,723
+68% +$313K ﹤0.01% 2560
2022
Q3 		$454K Buy
15,850
+109
+0.7% +$3.36K ﹤0.01% 2841
2022
Q2 		$539K Sell
15,741
-1,770
-10% -$55.2K ﹤0.01% 2796
2022
Q1 		$544K Buy
17,511
+1,791
+11% +$47.5K ﹤0.01% 2923
2021
Q4 		$365K Buy
15,720
+1,469
+10% +$33K ﹤0.01% 4029
2021
Q3 		$330K Sell
14,251
-2,254
-14% -$56.3K ﹤0.01% 4048
2021
Q2 		$456K Buy
16,505
+217
+1% +$6.76K ﹤0.01% 3900
2021
Q1 		$567K Sell
16,288
-3,521
-18% -$111K ﹤0.01% 3687
2020
Q4 		$497K Buy
19,809
+8,062
+69% +$184K ﹤0.01% 3808
2020
Q3 		$239K Sell
11,747
-27
-0.2% -$675 ﹤0.01% 3772
2020
Q2 		$327K Buy
11,774
+402
+4% +$11.3K ﹤0.01% 3537
2020
Q1 		$371K Sell
11,372
-5,924
-34% -$240K ﹤0.01% 3289
2019
Q4 		$756K Buy
17,296
+1,487
+9% +$66.5K ﹤0.01% 3315
2019
Q3 		$743K Buy
15,809
+1,208
+8% +$57.4K ﹤0.01% 3213
2019
Q2 		$707K Sell
14,601
-9,076
-38% -$415K ﹤0.01% 3180
2019
Q1 		$1.03M Buy
23,677
+9,800
+71% +$490K ﹤0.01% 2863
2018
Q4 		$768K Buy
13,877
+1,464
+12% +$75.4K ﹤0.01% 2993
2018
Q3 		$630K Sell
12,413
-5,232
-30% -$279K ﹤0.01% 3171
2018
Q2 		$962K Sell
17,645
-3,282
-16% -$170K ﹤0.01% 3034
2018
Q1 		$1M Buy
20,927
+2,059
+11% +$92.7K ﹤0.01% 2954
2017
Q4 		$860K Sell
18,868
-11,134
-37% -$521K ﹤0.01% 3107
2017
Q3 		$1.37M Buy
30,002
+14,888
+99% +$645K ﹤0.01% 2870
2017
Q2 		$665K Sell
15,114
-9,525
-39% -$413K ﹤0.01% 2953
2017
Q1 		$1.05M Sell
24,639
-3,333
-12% -$150K ﹤0.01% 2824
2016
Q4 		$1.37M Buy
27,972
+10,625
+61% +$472K ﹤0.01% 2754
2016
Q3 		$735K Sell
17,347
-4,996
-22% -$213K ﹤0.01% 3202
2016
Q2 		$948K Buy
22,343
+10,684
+92% +$454K ﹤0.01% 2974
2016
Q1 		$511K Sell
11,659
-13,858
-54% -$546K ﹤0.01% 3221
2015
Q4 		$978K Buy
25,517
+7,852
+44% +$298K ﹤0.01% 2829
2015
Q3 		$619K Sell
17,665
-3,608
-17% -$125K ﹤0.01% 3241
2015
Q2 		$697K Buy
21,273
+9,323
+78% +$292K ﹤0.01% 3466
2015
Q1 		$380K Sell
11,950
-519
-4% -$15.2K ﹤0.01% 3724
2014
Q4 		$371K Sell
12,469
-353
-3% -$10.4K ﹤0.01% 3925
2014
Q3 		$356K Sell
12,822
-1,128
-8% -$32.6K ﹤0.01% 3839
2014
Q2 		$410K Buy
13,950
+414
+3% +$11.8K ﹤0.01% 3942
2014
Q1 		$412K Sell
13,536
-16,944
-56% -$476K ﹤0.01% 3863
2013
Q4 		$874K Buy
30,480
+12,211
+67% +$365K ﹤0.01% 3382
2013
Q3 		$556K Buy
18,269
+3,405
+23% +$97.9K ﹤0.01% 3437
2013
Q2 		$369K Buy
+14,864
New +$413K ﹤0.01% 3496

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse's UFCS Position: Q1 2024 in Review

Credit Suisse increased its United Fire Group (UFCS) stake by 3.8% in Q1 2024, buying an estimated $16K and bringing the position to 19,931 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #2698.

Credit Suisse first reported a position in UFCS in Q2 2013 and has held it in 44 quarters since. The position peaked at $1.37M in Q4 2016. 142 funds tracked by Wall St. Rank hold UFCS as of Q1 2024.

  • Credit Suisse held 19,931 shares of United Fire Group worth $434K as of Q1 2024.
  • Credit Suisse bought 722 United Fire Group shares in Q1 2024, an estimated $16K.
  • United Fire Group made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2698 holding.
  • Credit Suisse first reported a position in United Fire Group in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's United Fire Group position peaked at $1.37M in Q4 2016.
  • 142 funds tracked by Wall St. Rank held United Fire Group as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.