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International Assets Investment Management’s United Fire Group UFCS Stock Holding History

International Assets Investment 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
2024
Q4 		– Sell
-314
Closed -$15 – 1875
2024
Q3 		$15 Buy
314
+299
+1,993% +$6.19K ﹤0.01% 1779
2024
Q2 		$322 Buy
+15
New +$332 ﹤0.01% 2206
2023
Q2 		– Sell
-15
Closed -$398 – 1048
2023
Q1 		$398 Buy
+15
New +$427 ﹤0.01% 1088

Other funds holding UFCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

International Assets Investment Management's UFCS Position: Q4 2024 in Review

International Assets Investment Management sold out of United Fire Group (UFCS) in Q4 2024, closing a stake of 314 shares — an estimated $15 sold.

International Assets Investment Management first reported a position in UFCS in Q1 2023 and held it in 3 quarters. The position peaked at $398 in Q1 2023. 173 funds tracked by Wall St. Rank hold UFCS as of Q4 2024.

  • International Assets Investment Management reported no remaining United Fire Group position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 314 United Fire Group shares in Q4 2024, an estimated $15.
  • International Assets Investment Management first reported a position in United Fire Group in Q1 2023 and held it in 3 quarters.
  • International Assets Investment Management's United Fire Group position peaked at $398 in Q1 2023.
  • 173 funds tracked by Wall St. Rank held United Fire Group as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.