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Everence Capital Management’s United Fire Group UFCS Stock Holding History

Everence Capital 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
2024
Q4 		– Sell
-11,630
Closed -$243K – 1034
2024
Q3 		$243K Hold
11,630
– – 0.02% 667
2024
Q2 		$257K Hold
11,630
– – 0.02% 592
2024
Q1 		$253K Hold
11,630
– – 0.02% 629
2023
Q4 		$234K Buy
+11,630
New +$236K 0.02% 656

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
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
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Everence Capital Management's UFCS Position: Q4 2024 in Review

Everence Capital Management sold out of United Fire Group (UFCS) in Q4 2024, closing a stake of 11,630 shares — an estimated $243K sold.

Everence Capital Management first reported a position in UFCS in Q4 2023 and held it in 4 quarters. The position peaked at $257K in Q2 2024. 173 funds tracked by Wall St. Rank hold UFCS as of Q4 2024.

  • Everence Capital Management reported no remaining United Fire Group position as of Q4 2024 after selling out during the quarter.
  • Everence Capital Management sold 11,630 United Fire Group shares in Q4 2024, an estimated $243K.
  • Everence Capital Management first reported a position in United Fire Group in Q4 2023 and held it in 4 quarters.
  • Everence Capital Management's United Fire Group position peaked at $257K in Q2 2024.
  • 173 funds tracked by Wall St. Rank held United Fire Group as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.