New York Life Investment Management’s United Fire Group UFCS Stock Holding History

New York Life Investment 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
2024 Q1	–	Sell	-13,108	Closed	-$264K	–	1524
2023 Q4	$264K	Sell	13,108 -302	-2%	-$6.12K	﹤0.01%	1257
2023 Q3	$265K	Sell	13,410 -2,113	-14%	-$44.2K	﹤0.01%	1225
2023 Q2	$352K	Sell	15,523 -2,399	-13%	-$59.3K	﹤0.01%	1163
2023 Q1	$476K	Sell	17,922 -337	-2%	-$9.59K	0.01%	992
2022 Q4	$500K	Buy	18,259 +1,960	+12%	+$57.2K	0.01%	936
2022 Q3	$468K	Buy	16,299 +1,290	+9%	+$39.8K	0.01%	800
2022 Q2	$514K	Buy	+15,009	New	+$468K	0.01%	711

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New York Life Investment Management's UFCS Position: Q1 2024 in Review

New York Life Investment Management sold out of United Fire Group (UFCS) in Q1 2024, closing a stake of 13,108 shares — an estimated $264K sold.

New York Life Investment Management first reported a position in UFCS in Q2 2022 and held it in 7 quarters. The position peaked at $514K in Q2 2022. 142 funds tracked by Wall St. Rank hold UFCS as of Q1 2024.

New York Life Investment Management reported no remaining United Fire Group position as of Q1 2024 after selling out during the quarter.
New York Life Investment Management sold 13,108 United Fire Group shares in Q1 2024, an estimated $264K.
New York Life Investment Management first reported a position in United Fire Group in Q2 2022 and held it in 7 quarters.
New York Life Investment Management's United Fire Group position peaked at $514K in Q2 2022.
142 funds tracked by Wall St. Rank held United Fire Group as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.