Morgan Stanley’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.5M | Sell |
256,355
-65,938
| -20% | -$2.43M | ﹤0.01% | 3604 |
|
|
2025
Q4 | $11.7M | Buy |
322,293
+50,450
| +19% | +$1.72M | ﹤0.01% | 3467 |
|
|
2025
Q3 | $8.27M | Sell |
271,843
-493
| -0.2% | -$14.5K | ﹤0.01% | 3707 |
|
|
2025
Q2 | $7.82M | Sell |
272,336
-7,551
| -3% | -$211K | ﹤0.01% | 3679 |
|
|
2025
Q1 | $8.25M | Buy |
279,887
+31,173
| +13% | +$842K | ﹤0.01% | 3521 |
|
|
2024
Q4 | $7.08M | Sell |
248,714
-28,329
| -10% | -$714K | ﹤0.01% | 3688 |
|
|
2024
Q3 | $5.8M | Sell |
277,043
-11,632
| -4% | -$241K | ﹤0.01% | 3859 |
|
|
2024
Q2 | $6.2M | Buy |
288,675
+68,723
| +31% | +$1.52M | ﹤0.01% | 3713 |
|
|
2024
Q1 | $4.79M | Sell |
219,952
-197,130
| -47% | -$4.38M | ﹤0.01% | 3947 |
|
|
2023
Q4 | $8.39M | Buy |
417,082
+264,447
| +173% | +$5.36M | ﹤0.01% | 4053 |
|
|
2023
Q3 | $3.01M | Sell |
152,635
-29,862
| -16% | -$625K | ﹤0.01% | 4094 |
|
|
2023
Q2 | $4.14M | Sell |
182,497
-25,502
| -12% | -$630K | ﹤0.01% | 3914 |
|
|
2023
Q1 | $5.52M | Sell |
207,999
-58,230
| -22% | -$1.66M | ﹤0.01% | 3700 |
|
|
2022
Q4 | $7.28M | Sell |
266,229
-6,635
| -2% | -$194K | ﹤0.01% | 3392 |
|
|
2022
Q3 | $7.84M | Sell |
272,864
-11,222
| -4% | -$346K | ﹤0.01% | 3220 |
|
|
2022
Q2 | $9.72M | Buy |
284,086
+130,703
| +85% | +$4.08M | ﹤0.01% | 3094 |
|
|
2022
Q1 | $4.76M | Sell |
153,383
-4,737
| -3% | -$126K | ﹤0.01% | 3745 |
|
|
2021
Q4 | $3.67M | Buy |
158,120
+44,495
| +39% | +$1,000K | ﹤0.01% | 4050 |
|
|
2021
Q3 | $2.63M | Buy |
113,625
+5,183
| +5% | +$130K | ﹤0.01% | 4350 |
|
|
2021
Q2 | $3.01M | Sell |
108,442
-50,480
| -32% | -$1.57M | ﹤0.01% | 4291 |
|
|
2021
Q1 | $5.53M | Buy |
158,922
+41,938
| +36% | +$1.32M | ﹤0.01% | 3301 |
|
|
2020
Q4 | $2.94M | Buy |
116,984
+54,408
| +87% | +$1.24M | ﹤0.01% | 3812 |
|
|
2020
Q3 | $1.27M | Sell |
62,576
-93,623
| -60% | -$2.34M | ﹤0.01% | 4033 |
|
|
2020
Q2 | $4.33M | Buy |
156,199
+96,536
| +162% | +$2.72M | ﹤0.01% | 2825 |
|
|
2020
Q1 | $1.95M | Sell |
59,663
-49,333
| -45% | -$2M | ﹤0.01% | 3394 |
|
|
2019
Q4 | $4.77M | Buy |
108,996
+30,383
| +39% | +$1.36M | ﹤0.01% | 3254 |
|
|
2019
Q3 | $3.69M | Sell |
78,613
-72,927
| -48% | -$3.47M | ﹤0.01% | 3204 |
|
|
2019
Q2 | $7.34M | Buy |
151,540
+86,803
| +134% | +$3.97M | ﹤0.01% | 2496 |
|
|
2019
Q1 | $2.83M | Buy |
64,737
+23,546
| +57% | +$1.18M | ﹤0.01% | 3277 |
|
|
2018
Q4 | $2.28M | Sell |
41,191
-61,571
| -60% | -$3.17M | ﹤0.01% | 3650 |
|
|
2018
Q3 | $5.22M | Buy |
102,762
+47,728
| +87% | +$2.55M | ﹤0.01% | 3147 |
|
|
2018
Q2 | $3M | Sell |
55,034
-14,649
| -21% | -$761K | ﹤0.01% | 3694 |
|
|
2018
Q1 | $3.33M | Buy |
69,683
+14,506
| +26% | +$653K | ﹤0.01% | 3487 |
|
|
2017
Q4 | $2.52M | Buy |
55,177
+12,701
| +30% | +$594K | ﹤0.01% | 3828 |
|
|
2017
Q3 | $1.95M | Sell |
42,476
-11,755
| -22% | -$509K | ﹤0.01% | 3914 |
|
|
2017
Q2 | $2.39M | Buy |
54,231
+221
| +0.4% | +$9.59K | ﹤0.01% | 3646 |
|
|
2017
Q1 | $2.31M | Sell |
54,010
-47,449
| -47% | -$2.13M | ﹤0.01% | 3685 |
|
|
2016
Q4 | $4.99M | Buy |
101,459
+4,568
| +5% | +$203K | ﹤0.01% | 2997 |
|
|
2016
Q3 | $4.1M | Buy |
96,891
+17,211
| +22% | +$733K | ﹤0.01% | 2866 |
|
|
2016
Q2 | $3.38M | Sell |
79,680
-21,007
| -21% | -$893K | ﹤0.01% | 2967 |
|
|
2016
Q1 | $4.41M | Buy |
100,687
+3,370
| +3% | +$133K | ﹤0.01% | 2655 |
|
|
2015
Q4 | $3.73M | Buy |
97,317
+35,289
| +57% | +$1.34M | ﹤0.01% | 2947 |
|
|
2015
Q3 | $2.17M | Buy |
62,028
+35,010
| +130% | +$1.21M | ﹤0.01% | 3433 |
|
|
2015
Q2 | $885K | Buy |
27,018
+13,777
| +104% | +$431K | ﹤0.01% | 4298 |
|
|
2015
Q1 | $421K | Sell |
13,241
-12,450
| -48% | -$365K | ﹤0.01% | 4776 |
|
|
2014
Q4 | $764K | Sell |
25,691
-14,220
| -36% | -$418K | ﹤0.01% | 4350 |
|
|
2014
Q3 | $1.11M | Sell |
39,911
-12,409
| -24% | -$359K | ﹤0.01% | 3952 |
|
|
2014
Q2 | $1.53M | Sell |
52,320
-18,071
| -26% | -$516K | ﹤0.01% | 3704 |
|
|
2014
Q1 | $2.14M | Buy |
70,391
+37,656
| +115% | +$1.06M | ﹤0.01% | 3362 |
|
|
2013
Q4 | $937K | Sell |
32,735
-29,884
| -48% | -$893K | ﹤0.01% | 3980 |
|
|
2013
Q3 | $1.91M | Sell |
62,619
-65,411
| -51% | -$1.88M | ﹤0.01% | 3260 |
|
|
2013
Q2 | $3.18M | Buy |
+128,030
| New | +$3.56M | ﹤0.01% | 2753 |
|
Other funds holding UFCS
VCM
SFM
VPM
