FBT
UFCS icon

First Bank & Trust’s United Fire Group UFCS Stock Holding History

First Bank & 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
2022
Q3 		– Sell
-2,828
Closed -$96K – 480
2022
Q2 		$96K Hold
2,828
– – 0.03% 250
2022
Q1 		$88K Hold
2,828
– – 0.03% 262
2021
Q4 		$66K Sell
2,828
-184
-6% -$4.13K 0.03% 262
2021
Q3 		$69K Hold
3,012
– – 0.03% 256
2021
Q2 		$83K Buy
3,012
+1,257
+72% +$39.1K 0.04% 249
2021
Q1 		$61K Hold
1,755
– – 0.03% 257
2020
Q4 		$44K Buy
1,755
+1,497
+580% +$34.1K 0.03% 265
2020
Q3 		$5K Sell
258
-1,155
-82% -$28.9K ﹤0.01% 342
2020
Q2 		$39K Sell
1,413
-89
-6% -$2.51K 0.03% 247
2020
Q1 		$49K Buy
1,502
+1,343
+845% +$54.5K 0.04% 228
2019
Q4 		$7K Hold
159
– – 0.01% 334
2019
Q3 		$7K Hold
159
– – 0.01% 329
2019
Q2 		$8K Buy
+159
New +$7.26K 0.01% 310

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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return