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OppenheimerFunds’s United Fire Group UFCS Stock Holding History

OppenheimerFunds’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
2019
Q1 		$587K Buy
13,438
+2,784
+26% +$139K ﹤0.01% 1303
2018
Q4 		$591K Sell
10,654
-3,117
-23% -$161K ﹤0.01% 1293
2018
Q3 		$699K Buy
13,771
+1,514
+12% +$80.8K ﹤0.01% 1287
2018
Q2 		$668K Sell
12,257
-1,876
-13% -$97.5K ﹤0.01% 1299
2018
Q1 		$676K Sell
14,133
-1,247
-8% -$56.1K ﹤0.01% 1253
2017
Q4 		$701K Sell
15,380
-4,146
-21% -$194K ﹤0.01% 1346
2017
Q3 		$895K Buy
19,526
+274
+1% +$11.9K ﹤0.01% 1229
2017
Q2 		$848K Sell
19,252
-633
-3% -$27.5K ﹤0.01% 1245
2017
Q1 		$851K Buy
19,885
+5,541
+39% +$249K ﹤0.01% 1234
2016
Q4 		$705K Buy
14,344
+1,984
+16% +$88.1K ﹤0.01% 1215
2016
Q3 		$523K Buy
12,360
+62
+0.5% +$2.64K ﹤0.01% 1244
2016
Q2 		$522K Buy
12,298
+868
+8% +$36.9K ﹤0.01% 1222
2016
Q1 		$501K Sell
11,430
-3,164
-22% -$125K ﹤0.01% 1216
2015
Q4 		$559K Buy
+14,594
New +$554K ﹤0.01% 1240

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

OppenheimerFunds's UFCS Position: Q1 2019 in Review

OppenheimerFunds increased its United Fire Group (UFCS) stake by 26% in Q1 2019, buying an estimated $139K and bringing the position to 13,438 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

OppenheimerFunds first reported a position in UFCS in Q4 2015 and has held it in 14 quarters since. The position peaked at $895K in Q3 2017. 149 funds tracked by Wall St. Rank hold UFCS as of Q1 2019.

  • OppenheimerFunds held 13,438 shares of United Fire Group worth $587K as of Q1 2019.
  • OppenheimerFunds bought 2,784 United Fire Group shares in Q1 2019, an estimated $139K.
  • United Fire Group made up ﹤0.01% of OppenheimerFunds's portfolio in Q1 2019, its #1303 holding.
  • OppenheimerFunds first reported a position in United Fire Group in Q4 2015 and has held it in 14 quarters since.
  • OppenheimerFunds's United Fire Group position peaked at $895K in Q3 2017.
  • 149 funds tracked by Wall St. Rank held United Fire Group as of Q1 2019.

Based on OppenheimerFunds's 13F filing for Q1 2019, filed 13 May 2019.