Invesco’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15M | Buy |
403,596
+40,962
| +11% | +$1.51M | ﹤0.01% | 1609 |
|
|
2025
Q4 | $13.2M | Sell |
362,634
-56,543
| -13% | -$1.93M | ﹤0.01% | 1685 |
|
|
2025
Q3 | $12.8M | Buy |
419,177
+72,169
| +21% | +$2.13M | ﹤0.01% | 1681 |
|
|
2025
Q2 | $9.96M | Buy |
347,008
+180,836
| +109% | +$5.06M | ﹤0.01% | 1778 |
|
|
2025
Q1 | $4.9M | Sell |
166,172
-13,900
| -8% | -$376K | ﹤0.01% | 2162 |
|
|
2024
Q4 | $5.12M | Sell |
180,072
-31,086
| -15% | -$784K | ﹤0.01% | 2240 |
|
|
2024
Q3 | $4.42M | Sell |
211,158
-25,583
| -11% | -$530K | ﹤0.01% | 2298 |
|
|
2024
Q2 | $5.09M | Buy |
236,741
+19,859
| +9% | +$439K | ﹤0.01% | 2178 |
|
|
2024
Q1 | $4.72M | Buy |
216,882
+8,274
| +4% | +$184K | ﹤0.01% | 2273 |
|
|
2023
Q4 | $4.2M | Sell |
208,608
-164,999
| -44% | -$3.35M | ﹤0.01% | 2328 |
|
|
2023
Q3 | $7.38M | Buy |
373,607
+16,134
| +5% | +$338K | ﹤0.01% | 1967 |
|
|
2023
Q2 | $8.1M | Buy |
357,473
+23,004
| +7% | +$568K | ﹤0.01% | 1959 |
|
|
2023
Q1 | $8.88M | Sell |
334,469
-882
| -0.3% | -$25.1K | ﹤0.01% | 1889 |
|
|
2022
Q4 | $9.18M | Sell |
335,351
-89,841
| -21% | -$2.62M | ﹤0.01% | 1906 |
|
|
2022
Q3 | $12.2M | Sell |
425,192
-14,836
| -3% | -$458K | ﹤0.01% | 1658 |
|
|
2022
Q2 | $15.1M | Buy |
440,028
+227,886
| +107% | +$7.11M | ﹤0.01% | 1553 |
|
|
2022
Q1 | $6.59M | Sell |
212,142
-13,795
| -6% | -$366K | ﹤0.01% | 2227 |
|
|
2021
Q4 | $5.24M | Buy |
225,937
+82,868
| +58% | +$1.86M | ﹤0.01% | 2381 |
|
|
2021
Q3 | $3.3M | Sell |
143,069
-14,222
| -9% | -$356K | ﹤0.01% | 2591 |
|
|
2021
Q2 | $4.36M | Buy |
157,291
+19,925
| +15% | +$620K | ﹤0.01% | 2489 |
|
|
2021
Q1 | $4.78M | Buy |
137,366
+30,300
| +28% | +$955K | ﹤0.01% | 2395 |
|
|
2020
Q4 | $2.69M | Buy |
107,066
+37,310
| +53% | +$851K | ﹤0.01% | 2495 |
|
|
2020
Q3 | $1.42M | Buy |
69,756
+1,555
| +2% | +$38.9K | ﹤0.01% | 2639 |
|
|
2020
Q2 | $1.89M | Sell |
68,201
-5,508
| -7% | -$155K | ﹤0.01% | 2502 |
|
|
2020
Q1 | $2.4M | Buy |
73,709
+3,417
| +5% | +$139K | ﹤0.01% | 2294 |
|
|
2019
Q4 | $3.07M | Sell |
70,292
-31,033
| -31% | -$1.39M | ﹤0.01% | 2455 |
|
|
2019
Q3 | $4.76M | Sell |
101,325
-12,759
| -11% | -$607K | ﹤0.01% | 2157 |
|
|
2019
Q2 | $5.53M | Sell |
114,084
-224,512
| -66% | -$10.3M | ﹤0.01% | 2117 |
|
|
2019
Q1 | $14.8M | Buy |
338,596
+29,964
| +10% | +$1.5M | 0.01% | 1396 |
|
|
2018
Q4 | $17.1M | Buy |
308,632
+10,811
| +4% | +$557K | 0.01% | 1220 |
|
|
2018
Q3 | $15.1M | Buy |
297,821
+24,087
| +9% | +$1.29M | ﹤0.01% | 1465 |
|
|
2018
Q2 | $14.9M | Buy |
273,734
+206,774
| +309% | +$10.7M | ﹤0.01% | 1415 |
|
|
2018
Q1 | $3.21M | Sell |
66,960
-169,155
| -72% | -$7.61M | ﹤0.01% | 2232 |
|
|
2017
Q4 | $10.8M | Sell |
236,115
-7,245
| -3% | -$339K | ﹤0.01% | 1534 |
|
|
2017
Q3 | $11.2M | Buy |
243,360
+22,518
| +10% | +$975K | ﹤0.01% | 1507 |
|
|
2017
Q2 | $9.73M | Sell |
220,842
-17,729
| -7% | -$769K | ﹤0.01% | 1573 |
|
|
2017
Q1 | $10.2M | Buy |
238,571
+30,454
| +15% | +$1.37M | ﹤0.01% | 1534 |
|
|
2016
Q4 | $10.2M | Buy |
208,117
+34,477
| +20% | +$1.53M | ﹤0.01% | 1525 |
|
|
2016
Q3 | $7.35M | Buy |
173,640
+24,382
| +16% | +$1.04M | ﹤0.01% | 1702 |
|
|
2016
Q2 | $6.33M | Buy |
149,258
+78,595
| +111% | +$3.34M | ﹤0.01% | 1750 |
|
|
2016
Q1 | $3.1M | Sell |
70,663
-6,066
| -8% | -$239K | ﹤0.01% | 2198 |
|
|
2015
Q4 | $2.94M | Sell |
76,729
-1,795
| -2% | -$68.1K | ﹤0.01% | 2279 |
|
|
2015
Q3 | $2.75M | Buy |
78,524
+30,918
| +65% | +$1.07M | ﹤0.01% | 2274 |
|
|
2015
Q2 | $1.56M | Buy |
47,606
+55
| +0.1% | +$1.72K | ﹤0.01% | 2794 |
|
|
2015
Q1 | $1.51M | Buy |
47,551
+4,089
| +9% | +$120K | ﹤0.01% | 2797 |
|
|
2014
Q4 | $1.29M | Sell |
43,462
-1,054
| -2% | -$31K | ﹤0.01% | 2796 |
|
|
2014
Q3 | $1.24M | Sell |
44,516
-25,486
| -36% | -$738K | ﹤0.01% | 2843 |
|
|
2014
Q2 | $2.05M | Sell |
70,002
-675
| -1% | -$19.3K | ﹤0.01% | 2557 |
|
|
2014
Q1 | $2.15M | Sell |
70,677
-1,540
| -2% | -$43.2K | ﹤0.01% | 2523 |
|
|
2013
Q4 | $2.07M | Sell |
72,217
-32,416
| -31% | -$968K | ﹤0.01% | 2646 |
|
|
2013
Q3 | $3.19M | Sell |
104,633
-18,219
| -15% | -$524K | ﹤0.01% | 2225 |
|
|
2013
Q2 | $3.05M | Buy |
+122,852
| New | +$3.41M | ﹤0.01% | 2127 |
|
Other funds holding UFCS
VCM
SFM
VPM
