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

FJ 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
2022
Q4 		– Sell
-36,000
Closed -$1.02M – 112
2022
Q3 		$1.02M Sell
36,000
-21,000
-37% -$648K 0.12% 67
2022
Q2 		$1.95M Buy
57,000
+43,390
+319% +$1.35M 0.19% 59
2022
Q1 		$423K Buy
+13,610
New +$361K 0.04% 96

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FJ Capital Management's UFCS Position: Q4 2022 in Review

FJ Capital Management sold out of United Fire Group (UFCS) in Q4 2022, closing a stake of 36,000 shares — an estimated $1.02M sold.

FJ Capital Management first reported a position in UFCS in Q1 2022 and held it in 3 quarters. The position peaked at $1.95M in Q2 2022. 121 funds tracked by Wall St. Rank hold UFCS as of Q4 2022.

  • FJ Capital Management reported no remaining United Fire Group position as of Q4 2022 after selling out during the quarter.
  • FJ Capital Management sold 36,000 United Fire Group shares in Q4 2022, an estimated $1.02M.
  • FJ Capital Management first reported a position in United Fire Group in Q1 2022 and held it in 3 quarters.
  • FJ Capital Management's United Fire Group position peaked at $1.95M in Q2 2022.
  • 121 funds tracked by Wall St. Rank held United Fire Group as of Q4 2022.

Based on FJ Capital Management's 13F filing for Q4 2022, filed 9 Feb 2023.