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Parkside Financial Bank & Trust’s United Fire Group UFCS Stock Holding History

Parkside Financial Bank & Trust’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
2023
Q4 		– Sell
-54
Closed -$1.07K – 2181
2023
Q3 		$1.07K Buy
54
+35
+184% +$733 ﹤0.01% 1829
2023
Q2 		$431 Hold
19
– – ﹤0.01% 1901
2023
Q1 		$505 Hold
19
– – ﹤0.01% 1899
2022
Q4 		$520 Sell
19
-37
-66% -$1.08K ﹤0.01% 1910
2022
Q3 		$2K Buy
56
+37
+195% +$1.14K ﹤0.01% 1598
2022
Q2 		$1K Sell
19
-6
-24% -$187 ﹤0.01% 1772
2022
Q1 		$1K Sell
25
-1
-4% -$27 ﹤0.01% 1782
2021
Q4 		$1K Buy
26
+15
+136% +$337 ﹤0.01% 1764
2021
Q3 		$0 Buy
11
+6
+120% +$150 ﹤0.01% 1856
2021
Q2 		$0 Buy
+5
New +$156 ﹤0.01% 1810
2020
Q3 		– Sell
-56
Closed -$2K – 1653
2020
Q2 		$2K Buy
56
+14
+33% +$395 ﹤0.01% 1213
2020
Q1 		$1K Sell
42
-16
-28% -$649 ﹤0.01% 1339
2019
Q4 		$3K Buy
58
+10
+21% +$447 ﹤0.01% 1095
2019
Q3 		$2K Hold
48
– – ﹤0.01% 1218
2019
Q2 		$2K Hold
48
– – ﹤0.01% 1229
2019
Q1 		$2K Sell
48
-54
-53% -$2.7K ﹤0.01% 1215
2018
Q4 		$6K Hold
102
– – ﹤0.01% 879
2018
Q3 		$5K Hold
102
– – ﹤0.01% 922
2018
Q2 		$6K Sell
102
-28
-22% -$1.46K ﹤0.01% 851
2018
Q1 		$6K Buy
130
+12
+10% +$540 ﹤0.01% 831
2017
Q4 		$5K Sell
118
-32
-21% -$1.5K ﹤0.01% 865
2017
Q3 		$7K Sell
150
-33
-18% -$1.43K ﹤0.01% 807
2017
Q2 		$8K Hold
183
– – ﹤0.01% 793
2017
Q1 		$8K Sell
183
-32
-15% -$1.44K ﹤0.01% 751
2016
Q4 		$11K Buy
215
+14
+7% +$622 ﹤0.01% 685
2016
Q3 		$9K Hold
201
– – ﹤0.01% 754
2016
Q2 		$9K Hold
201
– – ﹤0.01% 718
2016
Q1 		$9K Hold
201
– – ﹤0.01% 696
2015
Q4 		$8K Hold
201
– – ﹤0.01% 711
2015
Q3 		$7K Buy
+201
New +$6.95K ﹤0.01% 727

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Parkside Financial Bank & Trust's UFCS Position: Q4 2023 in Review

Parkside Financial Bank & Trust sold out of United Fire Group (UFCS) in Q4 2023, closing a stake of 54 shares — an estimated $1.07K sold.

Parkside Financial Bank & Trust first reported a position in UFCS in Q3 2015 and held it in 30 quarters. The position peaked at $11K in Q4 2016. 137 funds tracked by Wall St. Rank hold UFCS as of Q4 2023.

  • Parkside Financial Bank & Trust reported no remaining United Fire Group position as of Q4 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 54 United Fire Group shares in Q4 2023, an estimated $1.07K.
  • Parkside Financial Bank & Trust first reported a position in United Fire Group in Q3 2015 and held it in 30 quarters.
  • Parkside Financial Bank & Trust's United Fire Group position peaked at $11K in Q4 2016.
  • 137 funds tracked by Wall St. Rank held United Fire Group as of Q4 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2023, filed 1 Feb 2024.