OQS
UFCS icon

Occudo Quantitative Strategies’s United Fire Group UFCS Stock Holding History

Occudo Quantitative Strategies’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
2025
Q2 		– Sell
-10,605
Closed -$315K – 901
2025
Q1 		$315K Buy
10,605
+359
+4% +$9.7K 0.04% 465
2024
Q4 		$291K Sell
10,246
-2,532
-20% -$63.8K 0.05% 458
2024
Q3 		$267K Buy
12,778
+1,369
+12% +$28.3K 0.05% 500
2024
Q2 		$245K Sell
11,409
-516
-4% -$11.4K 0.04% 533
2024
Q1 		$260K Sell
11,925
-1,661
-12% -$36.9K 0.05% 509
2023
Q4 		$273K Sell
13,586
-294
-2% -$5.96K 0.04% 562
2023
Q3 		$274K Buy
13,880
+2,585
+23% +$54.1K 0.04% 699
2023
Q2 		$256K Buy
+11,295
New +$279K 0.03% 787

Other funds holding UFCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return