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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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return