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Monarch Partners Asset Management’s United Fire Group UFCS Stock Holding History

Monarch Partners Asset Management’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
2022
Q4 		$3.13M Buy
114,239
+324
+0.3% +$9.46K 0.92% 35
2022
Q3 		$3.27M Buy
113,915
+24,205
+27% +$747K 0.98% 27
2022
Q2 		$3.07M Buy
+89,710
New +$2.8M 0.86% 41

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

Monarch Partners Asset Management's UFCS Position: Q4 2022 in Review

Monarch Partners Asset Management increased its United Fire Group (UFCS) stake by 0.28% in Q4 2022, buying an estimated $9.46K and bringing the position to 114,239 shares worth $3.13M. The position accounts for 0.92% of the portfolio, ranked #35.

Monarch Partners Asset Management first reported a position in UFCS in Q2 2022 and has held it in 3 quarters since. The position peaked at $3.27M in Q3 2022. 121 funds tracked by Wall St. Rank hold UFCS as of Q4 2022.

  • Monarch Partners Asset Management held 114,239 shares of United Fire Group worth $3.13M as of Q4 2022.
  • Monarch Partners Asset Management bought 324 United Fire Group shares in Q4 2022, an estimated $9.46K.
  • United Fire Group made up 0.92% of Monarch Partners Asset Management's portfolio in Q4 2022, its #35 holding.
  • Monarch Partners Asset Management first reported a position in United Fire Group in Q2 2022 and has held it in 3 quarters since.
  • Monarch Partners Asset Management's United Fire Group position peaked at $3.27M in Q3 2022.
  • 121 funds tracked by Wall St. Rank held United Fire Group as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.