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Julex Capital Management’s United Fire Group UFCS Stock Holding History

Julex Capital 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
2019
Q3 		– Sell
-39
Closed -$1K – 235
2019
Q2 		$1K Buy
+39
New +$1.78K ﹤0.01% 135
2019
Q1 		– Sell
-45
Closed -$2K – 182
2018
Q4 		$2K Buy
+45
New +$2.32K ﹤0.01% 81

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Julex Capital Management's UFCS Position: Q3 2019 in Review

Julex Capital Management sold out of United Fire Group (UFCS) in Q3 2019, closing a stake of 39 shares — an estimated $1K sold.

Julex Capital Management first reported a position in UFCS in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q4 2018. 148 funds tracked by Wall St. Rank hold UFCS as of Q3 2019.

  • Julex Capital Management reported no remaining United Fire Group position as of Q3 2019 after selling out during the quarter.
  • Julex Capital Management sold 39 United Fire Group shares in Q3 2019, an estimated $1K.
  • Julex Capital Management first reported a position in United Fire Group in Q4 2018 and held it in 2 quarters.
  • Julex Capital Management's United Fire Group position peaked at $2K in Q4 2018.
  • 148 funds tracked by Wall St. Rank held United Fire Group as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.