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Lenox Wealth Advisors’s United Fire Group UFCS Stock Holding History

Lenox Wealth Advisors’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
2020
Q2 		– Sell
-84
Closed -$3K – 791
2020
Q1 		$3K Hold
84
– – ﹤0.01% 537
2019
Q4 		$4K Hold
84
– – ﹤0.01% 519
2019
Q3 		$4K Buy
+84
New +$3.99K ﹤0.01% 428

Other funds holding UFCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Lenox Wealth Advisors's UFCS Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of United Fire Group (UFCS) in Q2 2020, closing a stake of 84 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in UFCS in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 121 funds tracked by Wall St. Rank hold UFCS as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining United Fire Group position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 84 United Fire Group shares in Q2 2020, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in United Fire Group in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's United Fire Group position peaked at $4K in Q4 2019.
  • 121 funds tracked by Wall St. Rank held United Fire Group as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.