Mercer Global Advisors’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,628
| Closed | -$217K | – | 2258 |
|
|
2024
Q4 | $217K | Buy |
+7,628
| New | +$217K | ﹤0.01% | 1931 |
|
|
2022
Q4 | – | Sell |
-9,822
| Closed | -$282K | – | 1990 |
|
|
2022
Q3 | $282K | Buy |
9,822
+949
| +11% | +$27.2K | ﹤0.01% | 1452 |
|
|
2022
Q2 | $304K | Buy |
8,873
+30
| +0.3% | +$1.03K | ﹤0.01% | 1416 |
|
|
2022
Q1 | $275K | Sell |
8,843
-700
| -7% | -$21.8K | ﹤0.01% | 1557 |
|
|
2021
Q4 | $221K | Hold |
9,543
| – | – | ﹤0.01% | 1601 |
|
|
2021
Q3 | $220K | Hold |
9,543
| – | – | ﹤0.01% | 1572 |
|
|
2021
Q2 | $265K | Sell |
9,543
-10
| -0.1% | -$278 | ﹤0.01% | 1438 |
|
|
2021
Q1 | $332K | Sell |
9,553
-2,075
| -18% | -$72.1K | ﹤0.01% | 1261 |
|
|
2020
Q4 | $292K | Hold |
11,628
| – | – | ﹤0.01% | 1076 |
|
|
2020
Q3 | $236K | Sell |
11,628
-104
| -0.9% | -$2.11K | ﹤0.01% | 1052 |
|
|
2020
Q2 | $325K | Sell |
11,732
-938
| -7% | -$26K | 0.01% | 822 |
|
|
2020
Q1 | $413K | Sell |
12,670
-948
| -7% | -$30.9K | 0.01% | 714 |
|
|
2019
Q4 | $596K | Hold |
13,618
| – | – | 0.01% | 674 |
|
|
2019
Q3 | $639K | Buy |
13,618
+5
| +0% | +$235 | 0.02% | 616 |
|
|
2019
Q2 | $660K | Sell |
13,613
-1,824
| -12% | -$88.4K | 0.02% | 589 |
|
|
2019
Q1 | $675K | Buy |
+15,437
| New | +$675K | 0.02% | 535 |
|