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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

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 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

Jupiter Investment Management's UFCS Position: Q4 2018 in Review

Jupiter Investment Management sold out of United Fire Group (UFCS) in Q4 2018, closing a stake of 6,174 shares — an estimated $313K sold.

Jupiter Investment Management first reported a position in UFCS in Q2 2016 and held it in 5 quarters. The position peaked at $3.94M in Q1 2018. 153 funds tracked by Wall St. Rank hold UFCS as of Q4 2018.

  • Jupiter Investment Management reported no remaining United Fire Group position as of Q4 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 6,174 United Fire Group shares in Q4 2018, an estimated $313K.
  • Jupiter Investment Management first reported a position in United Fire Group in Q2 2016 and held it in 5 quarters.
  • Jupiter Investment Management's United Fire Group position peaked at $3.94M in Q1 2018.
  • 153 funds tracked by Wall St. Rank held United Fire Group as of Q4 2018.

Based on Jupiter Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.