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EA Series Trust’s United Fire Group UFCS Stock Holding History

EA Series Trust’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
2023
Q2 		$1.44M Buy
+63,345
New +$1.56M 0.05% 511

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

EA Series Trust's UFCS Position: Q2 2023 in Review

EA Series Trust opened a new position in United Fire Group (UFCS) in Q2 2023: 63,345 shares worth $1.44M. The stake represents 0.05% of the portfolio and ranks #511 among its holdings.

118 funds tracked by Wall St. Rank hold UFCS as of Q2 2023.

  • EA Series Trust held 63,345 shares of United Fire Group worth $1.44M as of Q2 2023.
  • United Fire Group was a new EA Series Trust position in Q2 2023.
  • United Fire Group made up 0.05% of EA Series Trust's portfolio in Q2 2023, its #511 holding.
  • 118 funds tracked by Wall St. Rank held United Fire Group as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.