JIM
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Jupiter Investment Management’s United Fire Group UFCS Stock Holding History

Jupiter 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
2018
Q4 		– Sell
-6,174
Closed -$313K – 445
2018
Q3 		$313K Sell
6,174
-28,320
-82% -$1.51M ﹤0.01% 325
2018
Q2 		$1.88M Sell
34,494
-47,893
-58% -$2.49M 0.01% 246
2018
Q1 		$3.94M Buy
82,387
+81,720
+12,252% +$3.68M 0.03% 205
2017
Q4 		$30K Buy
+667
New +$31.2K ﹤0.01% 351
2016
Q3 		– Sell
-1,368
Closed -$58K – 456
2016
Q2 		$58K Buy
+1,368
New +$58.1K ﹤0.01% 398

Other funds holding UFCS

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return