EI
UFCS icon

Ellevest Inc’s United Fire Group UFCS Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-12
Closed -$328 – 2064
2022
Q4 		$328 Buy
+12
New +$350 ﹤0.01% 1676

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Ellevest Inc's UFCS Position: Q1 2023 in Review

Ellevest Inc sold out of United Fire Group (UFCS) in Q1 2023, closing a stake of 12 shares — an estimated $328 sold.

Ellevest Inc first reported a position in UFCS in Q4 2022 and held it in 1 quarter. The position peaked at $328 in Q4 2022. 122 funds tracked by Wall St. Rank hold UFCS as of Q1 2023.

  • Ellevest Inc reported no remaining United Fire Group position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 12 United Fire Group shares in Q1 2023, an estimated $328.
  • Ellevest Inc first reported a position in United Fire Group in Q4 2022 and held it in 1 quarter.
  • Ellevest Inc's United Fire Group position peaked at $328 in Q4 2022.
  • 122 funds tracked by Wall St. Rank held United Fire Group as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.