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MassMutual Private Wealth & Trust’s United Fire Group UFCS Stock Holding History

MassMutual Private Wealth & Trust’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
2023
Q3 		– Sell
-27
Closed -$612 – 2056
2023
Q2 		$612 Hold
27
– – ﹤0.01% 1742
2023
Q1 		$717 Hold
27
– – ﹤0.01% 1621
2022
Q4 		$1K Hold
27
– – ﹤0.01% 1564
2022
Q3 		$1K Sell
27
-10
-27% -$309 ﹤0.01% 1547
2022
Q2 		$1K Buy
37
+10
+37% +$312 ﹤0.01% 1431
2022
Q1 		$1K Hold
27
– – ﹤0.01% 1441
2021
Q4 		$1K Buy
+27
New +$607 ﹤0.01% 1320

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return