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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 $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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

MassMutual Private Wealth & Trust's UFCS Position: Q3 2023 in Review

MassMutual Private Wealth & Trust sold out of United Fire Group (UFCS) in Q3 2023, closing a stake of 27 shares — an estimated $612 sold.

MassMutual Private Wealth & Trust first reported a position in UFCS in Q4 2021 and held it in 7 quarters. The position peaked at $1K in Q4 2022. 121 funds tracked by Wall St. Rank hold UFCS as of Q3 2023.

  • MassMutual Private Wealth & Trust reported no remaining United Fire Group position as of Q3 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 27 United Fire Group shares in Q3 2023, an estimated $612.
  • MassMutual Private Wealth & Trust first reported a position in United Fire Group in Q4 2021 and held it in 7 quarters.
  • MassMutual Private Wealth & Trust's United Fire Group position peaked at $1K in Q4 2022.
  • 121 funds tracked by Wall St. Rank held United Fire Group as of Q3 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2023, filed 4 Oct 2023.