FHA
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First Horizon Advisors’s United Fire Group UFCS Stock Holding History

First Horizon Advisors’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
Q2 		– Sell
-1,002
Closed -$21.8K – 2375
2024
Q1 		$21.8K Hold
1,002
– – ﹤0.01% 1314
2023
Q4 		$20.2K Hold
1,002
– – ﹤0.01% 1331
2023
Q3 		$19.8K Hold
1,002
– – ﹤0.01% 1257
2023
Q2 		$22.7K Hold
1,002
– – ﹤0.01% 1218
2023
Q1 		$26.6K Hold
1,002
– – ﹤0.01% 1163
2022
Q4 		$27.4K Hold
1,002
– – ﹤0.01% 1140
2022
Q3 		$28K Sell
1,002
-1,611
-62% -$49.7K ﹤0.01% 1087
2022
Q2 		$89K Buy
+2,613
New +$81.5K ﹤0.01% 724
2021
Q4 		– Sell
-66
Closed -$1K – 2437
2021
Q3 		$1K Buy
+66
New +$1.65K ﹤0.01% 2197

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return