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Mutual of America Capital Management’s United Fire Group UFCS Stock Holding History

Mutual of America Capital 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 		– Sell
-4,310
Closed -$124K – 1578
2022
Q3 		$124K Buy
4,310
+681
+19% +$21K ﹤0.01% 1479
2022
Q2 		$124K Buy
3,629
+516
+17% +$16.1K ﹤0.01% 1461
2022
Q1 		$97K Buy
3,113
+166
+6% +$4.41K ﹤0.01% 1524
2021
Q4 		$68K Buy
2,947
+66
+2% +$1.48K ﹤0.01% 1594
2021
Q3 		$67K Sell
2,881
-190
-6% -$4.75K ﹤0.01% 1597
2021
Q2 		$85K Buy
3,071
+190
+7% +$5.92K ﹤0.01% 1591
2021
Q1 		$100K Buy
2,881
+193
+7% +$6.08K ﹤0.01% 1553
2020
Q4 		$67K Buy
2,688
+85
+3% +$1.94K ﹤0.01% 1568
2020
Q3 		$53K Buy
2,603
+1,578
+154% +$39.5K ﹤0.01% 1543
2020
Q2 		$28K Buy
1,025
+88
+9% +$2.48K ﹤0.01% 1481
2020
Q1 		$31K Buy
937
+172
+22% +$6.98K ﹤0.01% 1398
2019
Q4 		$33K Sell
765
-30
-4% -$1.34K ﹤0.01% 1459
2019
Q3 		$37K Buy
795
+26
+3% +$1.24K ﹤0.01% 1423
2019
Q2 		$37K Buy
769
+159
+26% +$7.26K ﹤0.01% 1419
2019
Q1 		$27K Buy
610
+86
+16% +$4.3K ﹤0.01% 1457
2018
Q4 		$29K Buy
524
+120
+30% +$6.18K ﹤0.01% 1379
2018
Q3 		$21K Buy
404
+326
+418% +$17.4K ﹤0.01% 1463
2018
Q2 		$4K Buy
+78
New +$4.05K ﹤0.01% 1474

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 $24.3B AUM 34.41% 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 $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mutual of America Capital Management's UFCS Position: Q4 2022 in Review

Mutual of America Capital Management sold out of United Fire Group (UFCS) in Q4 2022, closing a stake of 4,310 shares — an estimated $124K sold.

Mutual of America Capital Management first reported a position in UFCS in Q2 2018 and held it in 18 quarters. The position peaked at $124K in Q3 2022. 123 funds tracked by Wall St. Rank hold UFCS as of Q4 2022.

  • Mutual of America Capital Management reported no remaining United Fire Group position as of Q4 2022 after selling out during the quarter.
  • Mutual of America Capital Management sold 4,310 United Fire Group shares in Q4 2022, an estimated $124K.
  • Mutual of America Capital Management first reported a position in United Fire Group in Q2 2018 and held it in 18 quarters.
  • Mutual of America Capital Management's United Fire Group position peaked at $124K in Q3 2022.
  • 123 funds tracked by Wall St. Rank held United Fire Group as of Q4 2022.

Based on Mutual of America Capital Management's 13F filing for Q4 2022, filed 10 Feb 2023.