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Mendota Financial Group’s United Fire Group UFCS Stock Holding History

Mendota Financial Group’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
Q4 		– Sell
-2
Closed -$42 – 1118
2024
Q3 		$42 Buy
+2
New +$41 ﹤0.01% 1163

Other funds holding UFCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mendota Financial Group's UFCS Position: Q4 2024 in Review

Mendota Financial Group sold out of United Fire Group (UFCS) in Q4 2024, closing a stake of 2 shares — an estimated $42 sold.

Mendota Financial Group first reported a position in UFCS in Q3 2024 and held it in 1 quarter. The position peaked at $42 in Q3 2024. 172 funds tracked by Wall St. Rank hold UFCS as of Q4 2024.

  • Mendota Financial Group reported no remaining United Fire Group position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 2 United Fire Group shares in Q4 2024, an estimated $42.
  • Mendota Financial Group first reported a position in United Fire Group in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's United Fire Group position peaked at $42 in Q3 2024.
  • 172 funds tracked by Wall St. Rank held United Fire Group as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.