IndexIQ Advisors’s United Fire Group UFCS Stock Holding History

IndexIQ 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
2022 Q1	$417K	Buy	13,407 +1,272	+10%	+$33.8K	0.01%	474
2021 Q4	$281K	Sell	12,135 -784	-6%	-$17.6K	0.01%	968
2021 Q3	$298K	Buy	12,919 +1,294	+11%	+$32.3K	0.01%	983
2021 Q2	$322K	Buy	11,625 +222	+2%	+$6.91K	0.01%	953
2021 Q1	$397K	Buy	+11,403	New	+$360K	0.01%	806
2019 Q2	–	Sell	-18,266	Closed	-$798K	–	593
2019 Q1	$798K	Sell	18,266 -27,914	-60%	-$1.4M	0.02%	440
2018 Q4	$2.56M	Sell	46,180 -3,776	-8%	-$194K	0.07%	175
2018 Q3	$2.54M	Buy	49,956 +4,252	+9%	+$227K	0.08%	222
2018 Q2	$2.49M	Buy	45,704 +3,444	+8%	+$179K	0.08%	224
2018 Q1	$2.02M	Buy	+42,260	New	+$1.9M	0.07%	259

Other funds holding UFCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

IndexIQ Advisors's UFCS Position: Q1 2022 in Review

IndexIQ Advisors increased its United Fire Group (UFCS) stake by 10% in Q1 2022, buying an estimated $33.8K and bringing the position to 13,407 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #474.

IndexIQ Advisors first reported a position in UFCS in Q1 2018 and has held it in 10 quarters since. The position peaked at $2.56M in Q4 2018. 139 funds tracked by Wall St. Rank hold UFCS as of Q1 2022.

IndexIQ Advisors held 13,407 shares of United Fire Group worth $417K as of Q1 2022.
IndexIQ Advisors bought 1,272 United Fire Group shares in Q1 2022, an estimated $33.8K.
United Fire Group made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #474 holding.
IndexIQ Advisors first reported a position in United Fire Group in Q1 2018 and has held it in 10 quarters since.
IndexIQ Advisors's United Fire Group position peaked at $2.56M in Q4 2018.
139 funds tracked by Wall St. Rank held United Fire Group as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.