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Eaton Vance Management’s United Fire Group UFCS Stock Holding History

Eaton Vance Management’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
2022
Q2 		– Sell
-10,098
Closed -$314K – 1805
2022
Q1 		$314K Buy
10,098
+1,580
+19% +$41.9K ﹤0.01% 1619
2021
Q4 		$197K Buy
8,518
+497
+6% +$11.2K ﹤0.01% 1570
2021
Q3 		$0 Buy
8,021
+354
+5% +$8.85K ﹤0.01% 2675
2021
Q2 		$213K Buy
7,667
+7,033
+1,109% +$219K ﹤0.01% 1581
2021
Q1 		$22K Buy
+634
New +$20K ﹤0.01% 2043

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eaton Vance Management's UFCS Position: Q2 2022 in Review

Eaton Vance Management sold out of United Fire Group (UFCS) in Q2 2022, closing a stake of 10,098 shares — an estimated $314K sold.

Eaton Vance Management first reported a position in UFCS in Q1 2021 and held it in 5 quarters. The position peaked at $314K in Q1 2022. 135 funds tracked by Wall St. Rank hold UFCS as of Q2 2022.

  • Eaton Vance Management reported no remaining United Fire Group position as of Q2 2022 after selling out during the quarter.
  • Eaton Vance Management sold 10,098 United Fire Group shares in Q2 2022, an estimated $314K.
  • Eaton Vance Management first reported a position in United Fire Group in Q1 2021 and held it in 5 quarters.
  • Eaton Vance Management's United Fire Group position peaked at $314K in Q1 2022.
  • 135 funds tracked by Wall St. Rank held United Fire Group as of Q2 2022.

Based on Eaton Vance Management's 13F filing for Q2 2022, filed 15 Aug 2022.