Fidelity Investments’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $888K | Sell |
23,948
-11,006
| -31% | -$406K | ﹤0.01% | 2914 |
|
|
2025
Q4 | $1.27M | Sell |
34,954
-10,003
| -22% | -$342K | ﹤0.01% | 2763 |
|
|
2025
Q3 | $1.37M | Buy |
44,957
+7,245
| +19% | +$213K | ﹤0.01% | 2680 |
|
|
2025
Q2 | $1.08M | Buy |
37,712
+14,231
| +61% | +$398K | ﹤0.01% | 2689 |
|
|
2025
Q1 | $692K | Buy |
23,481
+22,883
| +3,827% | +$618K | ﹤0.01% | 2807 |
|
|
2024
Q4 | $17K | Sell |
598
-690
| -54% | -$17.4K | ﹤0.01% | 4248 |
|
|
2024
Q3 | $27K | Buy |
1,288
+252
| +24% | +$5.22K | ﹤0.01% | 4045 |
|
|
2024
Q2 | $22.3K | Sell |
1,036
-929
| -47% | -$20.5K | ﹤0.01% | 4024 |
|
|
2024
Q1 | $42.8K | Buy |
1,965
+73
| +4% | +$1.62K | ﹤0.01% | 3665 |
|
|
2023
Q4 | $38.1K | Buy |
1,892
+928
| +96% | +$18.8K | ﹤0.01% | 3640 |
|
|
2023
Q3 | $19K | Buy |
964
+693
| +256% | +$14.5K | ﹤0.01% | 3832 |
|
|
2023
Q2 | $6.14K | Sell |
271
-249
| -48% | -$6.15K | ﹤0.01% | 4301 |
|
|
2023
Q1 | $13.8K | Buy |
520
+114
| +28% | +$3.24K | ﹤0.01% | 4007 |
|
|
2022
Q4 | $11.1K | Sell |
406
-469
| -54% | -$13.7K | ﹤0.01% | 3976 |
|
|
2022
Q3 | $25K | Buy |
875
+224
| +34% | +$6.91K | ﹤0.01% | 3757 |
|
|
2022
Q2 | $22K | Sell |
651
-5
| -0.8% | -$156 | ﹤0.01% | 3849 |
|
|
2022
Q1 | $20K | Buy |
+656
| New | +$17.4K | ﹤0.01% | 4024 |
|
|
2021
Q4 | – | Sell |
-94
| Closed | -$2K | – | 4943 |
|
|
2021
Q3 | $2K | Buy |
94
+75
| +395% | +$1.88K | ﹤0.01% | 4056 |
|
|
2021
Q2 | $1K | Buy |
+19
| New | +$592 | ﹤0.01% | 4112 |
|
|
2020
Q4 | – | Sell |
-14
| Closed | – | – | 4292 |
|
|
2020
Q3 | $0 | Sell |
14
-37
| -73% | -$925 | ﹤0.01% | 4013 |
|
|
2020
Q2 | $1K | Sell |
51
-77
| -60% | -$2.17K | ﹤0.01% | 3506 |
|
|
2020
Q1 | $4K | Buy |
128
+35
| +38% | +$1.42K | ﹤0.01% | 3310 |
|
|
2019
Q4 | $4K | Hold |
93
| – | – | ﹤0.01% | 3477 |
|
|
2019
Q3 | $4K | Hold |
93
| – | – | ﹤0.01% | 3463 |
|
|
2019
Q2 | $5K | Hold |
93
| – | – | ﹤0.01% | 3385 |
|
|
2019
Q1 | $4K | Sell |
93
-121
| -57% | -$6.05K | ﹤0.01% | 3321 |
|
|
2018
Q4 | $12K | Hold |
214
| – | – | ﹤0.01% | 3012 |
|
|
2018
Q3 | $11K | Buy |
+214
| New | +$11.4K | ﹤0.01% | 3123 |
|
Other funds holding UFCS
VCM
SFM
VPM
