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

MidWestOne 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
2021 Q4	–	Sell	-8,984	Closed	-$208K	–	249
2021 Q3	$208K	Hold	8,984	–	–	0.05%	225
2021 Q2	$249K	Hold	8,984	–	–	0.06%	208
2021 Q1	$313K	Hold	8,984	–	–	0.08%	183
2020 Q4	$225K	Buy	+8,984	New	+$205K	0.06%	196
2020 Q2	–	Sell	-8,984	Closed	-$293K	–	184
2020 Q1	$293K	Hold	8,984	–	–	0.11%	157
2019 Q4	$392K	Hold	8,984	–	–	0.08%	175
2019 Q3	$422K	Hold	8,984	–	–	0.13%	153
2019 Q2	$435K	Buy	+8,984	New	+$410K	0.12%	178

Other funds holding UFCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MidWestOne Financial Group's UFCS Position: Q4 2021 in Review

MidWestOne Financial Group sold out of United Fire Group (UFCS) in Q4 2021, closing a stake of 8,984 shares — an estimated $208K sold.

MidWestOne Financial Group first reported a position in UFCS in Q2 2019 and held it in 8 quarters. The position peaked at $435K in Q2 2019. 127 funds tracked by Wall St. Rank hold UFCS as of Q4 2021.

MidWestOne Financial Group reported no remaining United Fire Group position as of Q4 2021 after selling out during the quarter.
MidWestOne Financial Group sold 8,984 United Fire Group shares in Q4 2021, an estimated $208K.
MidWestOne Financial Group first reported a position in United Fire Group in Q2 2019 and held it in 8 quarters.
MidWestOne Financial Group's United Fire Group position peaked at $435K in Q2 2019.
127 funds tracked by Wall St. Rank held United Fire Group as of Q4 2021.

Based on MidWestOne Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.