Jupiter Asset Management’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,156
| Closed | -$285K | – | 534 |
|
|
2023
Q4 | $285K | Hold |
14,156
| – | – | ﹤0.01% | 433 |
|
|
2023
Q3 | $280K | Sell |
14,156
-2,284
| -14% | -$45.1K | ﹤0.01% | 455 |
|
|
2023
Q2 | $372K | Sell |
16,440
-4,067
| -20% | -$92.1K | ﹤0.01% | 471 |
|
|
2023
Q1 | $543K | Sell |
20,507
-1,411
| -6% | -$37.3K | 0.01% | 368 |
|
|
2022
Q4 | $599K | Buy |
+21,918
| New | +$599K | 0.01% | 400 |
|