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Mitchell Sinkler & Starr’s United Fire Group UFCS Stock Holding History

Mitchell Sinkler & Starr’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
Q2 		– Sell
-13,000
Closed -$283K – 205
2024
Q1 		$283K Buy
+13,000
New +$289K 0.07% 141
2023
Q1 		– Sell
-12,800
Closed -$350K – 159
2022
Q4 		$350K Buy
+12,800
New +$374K 0.11% 113

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
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mitchell Sinkler & Starr's UFCS Position: Q2 2024 in Review

Mitchell Sinkler & Starr sold out of United Fire Group (UFCS) in Q2 2024, closing a stake of 13,000 shares — an estimated $283K sold.

Mitchell Sinkler & Starr first reported a position in UFCS in Q4 2022 and held it in 2 quarters. The position peaked at $350K in Q4 2022. 152 funds tracked by Wall St. Rank hold UFCS as of Q2 2024.

  • Mitchell Sinkler & Starr reported no remaining United Fire Group position as of Q2 2024 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 13,000 United Fire Group shares in Q2 2024, an estimated $283K.
  • Mitchell Sinkler & Starr first reported a position in United Fire Group in Q4 2022 and held it in 2 quarters.
  • Mitchell Sinkler & Starr's United Fire Group position peaked at $350K in Q4 2022.
  • 152 funds tracked by Wall St. Rank held United Fire Group as of Q2 2024.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2024, filed 7 Aug 2024.