Jacobs Levy Equity Management’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 | $3.87M | Buy |
104,414
+2,009
| +2% | +$74.1K | 0.02% | 469 |
|
|
2025
Q4 | $3.72M | Sell |
102,405
-3,473
| -3% | -$119K | 0.01% | 466 |
|
|
2025
Q3 | $3.22M | Sell |
105,878
-9,672
| -8% | -$285K | 0.01% | 501 |
|
|
2025
Q2 | $3.32M | Sell |
115,550
-12,507
| -10% | -$350K | 0.01% | 536 |
|
|
2025
Q1 | $3.77M | Buy |
128,057
+21,571
| +20% | +$583K | 0.02% | 514 |
|
|
2024
Q4 | $3.03M | Sell |
106,486
-39,699
| -27% | -$1M | 0.01% | 521 |
|
|
2024
Q3 | $3.06M | Sell |
146,185
-907
| -0.6% | -$18.8K | 0.01% | 520 |
|
|
2024
Q2 | $3.16M | Buy |
147,092
+11,700
| +9% | +$259K | 0.01% | 516 |
|
|
2024
Q1 | $2.95M | Sell |
135,392
-1,149
| -0.8% | -$25.5K | 0.01% | 528 |
|
|
2023
Q4 | $2.75M | Buy |
136,541
+11,076
| +9% | +$225K | 0.01% | 546 |
|
|
2023
Q3 | $2.48M | Buy |
125,465
+37,872
| +43% | +$793K | 0.01% | 525 |
|
|
2023
Q2 | $1.98M | Sell |
87,593
-10,021
| -10% | -$248K | 0.01% | 569 |
|
|
2023
Q1 | $2.59M | Buy |
97,614
+14,225
| +17% | +$405K | 0.02% | 527 |
|
|
2022
Q4 | $2.28M | Sell |
83,389
-13,640
| -14% | -$398K | 0.02% | 529 |
|
|
2022
Q3 | $2.79M | Sell |
97,029
-34,406
| -26% | -$1.06M | 0.02% | 500 |
|
|
2022
Q2 | $4.5M | Buy |
131,435
+14,080
| +12% | +$439K | 0.03% | 434 |
|
|
2022
Q1 | $3.65M | Sell |
117,355
-886
| -0.7% | -$23.5K | 0.02% | 487 |
|
|
2021
Q4 | $2.74M | Sell |
118,241
-2,291
| -2% | -$51.5K | 0.02% | 553 |
|
|
2021
Q3 | $2.78M | Sell |
120,532
-3,812
| -3% | -$95.3K | 0.02% | 550 |
|
|
2021
Q2 | $3.45M | Buy |
124,344
+34,157
| +38% | +$1.06M | 0.02% | 505 |
|
|
2021
Q1 | $3.14M | Buy |
90,187
+2,562
| +3% | +$80.8K | 0.02% | 517 |
|
|
2020
Q4 | $2.2M | Buy |
87,625
+31,321
| +56% | +$714K | 0.02% | 562 |
|
|
2020
Q3 | $1.14M | Buy |
56,304
+39,816
| +241% | +$996K | 0.01% | 635 |
|
|
2020
Q2 | $457K | Sell |
16,488
-8,924
| -35% | -$252K | ﹤0.01% | 803 |
|
|
2020
Q1 | $829K | Sell |
25,412
-5,961
| -19% | -$242K | 0.01% | 671 |
|
|
2019
Q4 | $1.37M | Buy |
31,373
+11,433
| +57% | +$511K | 0.01% | 622 |
|
|
2019
Q3 | $937K | Buy |
19,940
+12,820
| +180% | +$610K | 0.01% | 623 |
|
|
2019
Q2 | $345K | Sell |
7,120
-1,500
| -17% | -$68.5K | ﹤0.01% | 796 |
|
|
2019
Q1 | $377K | Buy |
8,620
+3,800
| +79% | +$190K | 0.01% | 812 |
|
|
2018
Q4 | $267K | Sell |
4,820
-500
| -9% | -$25.7K | ﹤0.01% | 830 |
|
|
2018
Q3 | $270K | Buy |
5,320
+500
| +10% | +$26.7K | ﹤0.01% | 883 |
|
|
2018
Q2 | $263K | Sell |
4,820
-1,880
| -28% | -$97.7K | ﹤0.01% | 913 |
|
|
2018
Q1 | $321K | Buy |
6,700
+1,810
| +37% | +$81.4K | 0.01% | 857 |
|
|
2017
Q4 | $223K | Buy |
4,890
+28
| +0.6% | +$1.31K | ﹤0.01% | 887 |
|
|
2017
Q3 | $223K | Sell |
4,862
-4,618
| -49% | -$200K | ﹤0.01% | 840 |
|
|
2017
Q2 | $418K | Sell |
9,480
-1,620
| -15% | -$70.3K | 0.01% | 723 |
|
|
2017
Q1 | $475K | Sell |
11,100
-260
| -2% | -$11.7K | 0.01% | 669 |
|
|
2016
Q4 | $559K | Sell |
11,360
-29,901
| -72% | -$1.33M | 0.01% | 661 |
|
|
2016
Q3 | $1.75M | Sell |
41,261
-9,077
| -18% | -$387K | 0.03% | 447 |
|
|
2016
Q2 | $2.14M | Buy |
50,338
+14,950
| +42% | +$635K | 0.04% | 418 |
|
|
2016
Q1 | $1.55M | Buy |
+35,388
| New | +$1.39M | 0.03% | 469 |
|
|
2014
Q4 | – | Sell |
-7,614
| Closed | -$211K | – | 913 |
|
|
2014
Q3 | $211K | Sell |
7,614
-23,893
| -76% | -$692K | ﹤0.01% | 737 |
|
|
2014
Q2 | $924K | Sell |
31,507
-16,733
| -35% | -$478K | 0.02% | 526 |
|
|
2014
Q1 | $1.46M | Buy |
48,240
+10,207
| +27% | +$287K | 0.02% | 456 |
|
|
2013
Q4 | $1.09M | Sell |
38,033
-1,471
| -4% | -$43.9K | 0.02% | 549 |
|
|
2013
Q3 | $1.2M | Sell |
39,504
-4,400
| -10% | -$126K | 0.02% | 495 |
|
|
2013
Q2 | $1.09M | Buy |
+43,904
| New | +$1.22M | 0.02% | 556 |
|
Other funds holding UFCS
VCM
SFM
VPM
