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Putnam Investments’s United Fire Group UFCS Stock Holding History

Putnam Investments’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
Q1 		– Sell
-11,871
Closed -$325K – 1212
2022
Q4 		$325K Sell
11,871
-7
-0.1% -$204 ﹤0.01% 1059
2022
Q3 		$342K Sell
11,878
-214
-2% -$6.6K ﹤0.01% 1039
2022
Q2 		$414K Sell
12,092
-147
-1% -$4.58K ﹤0.01% 983
2022
Q1 		$381K Buy
+12,239
New +$325K ﹤0.01% 1091

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Dimensional Fund Advisors
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EARNEST Partners
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State Street
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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