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Lindbrook Capital’s United Fire Group UFCS Stock Holding History

Lindbrook Capital’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
2024
Q3 		– Sell
-185
Closed -$3.98K – 2911
2024
Q2 		$3.98K Buy
+185
New +$4.09K ﹤0.01% 2102

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lindbrook Capital's UFCS Position: Q3 2024 in Review

Lindbrook Capital sold out of United Fire Group (UFCS) in Q3 2024, closing a stake of 185 shares — an estimated $3.98K sold.

Lindbrook Capital first reported a position in UFCS in Q2 2024 and held it in 1 quarter. The position peaked at $3.98K in Q2 2024. 154 funds tracked by Wall St. Rank hold UFCS as of Q3 2024.

  • Lindbrook Capital reported no remaining United Fire Group position as of Q3 2024 after selling out during the quarter.
  • Lindbrook Capital sold 185 United Fire Group shares in Q3 2024, an estimated $3.98K.
  • Lindbrook Capital first reported a position in United Fire Group in Q2 2024 and held it in 1 quarter.
  • Lindbrook Capital's United Fire Group position peaked at $3.98K in Q2 2024.
  • 154 funds tracked by Wall St. Rank held United Fire Group as of Q3 2024.

Based on Lindbrook Capital's 13F filing for Q3 2024, filed 1 Nov 2024.