Guggenheim Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,793
| Closed | -$224K | – | 1993 |
|
|
2022
Q3 | $224K | Sell |
7,793
-10,972
| -58% | -$339K | ﹤0.01% | 1759 |
|
|
2022
Q2 | $642K | Buy |
18,765
+1,685
| +10% | +$52.6K | 0.01% | 1450 |
|
|
2022
Q1 | $531K | Buy |
17,080
+5,130
| +43% | +$136K | ﹤0.01% | 1667 |
|
|
2021
Q4 | $277K | Buy |
+11,950
| New | +$269K | ﹤0.01% | 1913 |
|
|
2021
Q3 | – | Sell |
-18,665
| Closed | -$518K | – | 2235 |
|
|
2021
Q2 | $518K | Buy |
18,665
+7,507
| +67% | +$234K | ﹤0.01% | 1814 |
|
|
2021
Q1 | $388K | Buy |
+11,158
| New | +$352K | ﹤0.01% | 1845 |
|
|
2019
Q1 | – | Sell |
-5,117
| Closed | -$284K | – | 2218 |
|
|
2018
Q4 | $284K | Buy |
+5,117
| New | +$264K | ﹤0.01% | 1920 |
|
|
2018
Q2 | – | Sell |
-17,062
| Closed | -$817K | – | 2605 |
|
|
2018
Q1 | $817K | Sell |
17,062
-2,845
| -14% | -$128K | ﹤0.01% | 2178 |
|
|
2017
Q4 | $907K | Sell |
19,907
-11,196
| -36% | -$524K | ﹤0.01% | 2128 |
|
|
2017
Q3 | $1.43M | Buy |
31,103
+4,736
| +18% | +$205K | ﹤0.01% | 1879 |
|
|
2017
Q2 | $1.16M | Sell |
26,367
-9,274
| -26% | -$402K | ﹤0.01% | 1981 |
|
|
2017
Q1 | $1.52M | Sell |
35,641
-6,215
| -15% | -$279K | ﹤0.01% | 1846 |
|
|
2016
Q4 | $2.06M | Buy |
41,856
+36,894
| +744% | +$1.64M | 0.01% | 1665 |
|
|
2016
Q3 | $210K | Buy |
+4,962
| New | +$211K | ﹤0.01% | 2643 |
|
|
2015
Q4 | – | Sell |
-57,040
| Closed | -$2M | – | 3081 |
|
|
2015
Q3 | $2M | Sell |
57,040
-3,341
| -6% | -$116K | 0.01% | 1592 |
|
|
2015
Q2 | $1.98M | Buy |
60,381
+1,909
| +3% | +$59.7K | ﹤0.01% | 1781 |
|
|
2015
Q1 | $1.86M | Sell |
58,472
-335
| -0.6% | -$9.83K | ﹤0.01% | 1846 |
|
|
2014
Q4 | $1.75M | Sell |
58,807
-5,963
| -9% | -$175K | ﹤0.01% | 1838 |
|
|
2014
Q3 | $1.8M | Sell |
64,770
-4,186
| -6% | -$121K | ﹤0.01% | 1840 |
|
|
2014
Q2 | $2.02M | Sell |
68,956
-7,422
| -10% | -$212K | 0.01% | 1813 |
|
|
2014
Q1 | $2.32M | Sell |
76,378
-2,942
| -4% | -$82.6K | 0.01% | 1676 |
|
|
2013
Q4 | $2.27M | Buy |
79,320
+11,631
| +17% | +$347K | 0.01% | 1670 |
|
|
2013
Q3 | $2.06M | Buy |
67,689
+18,658
| +38% | +$536K | 0.01% | 1603 |
|
|
2013
Q2 | $1.22M | Buy |
+49,031
| New | +$1.36M | 0.01% | 1894 |
|
Other funds holding UFCS
SFM
