Quantbot Technologies’s United Fire Group UFCS Stock Holding History

Quantbot Technologies’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 Q4	–	Sell	-5,224	Closed	-$159K	–	2192
2025 Q3	$159K	Sell	5,224 -515	-9%	-$15.2K	﹤0.01%	1362
2025 Q2	$165K	Sell	5,739 -3,058	-35%	-$85.5K	﹤0.01%	1280
2025 Q1	$259K	Buy	8,797 +7,880	+859%	+$213K	0.01%	1072
2024 Q4	$26.1K	Sell	917 -3,453	-79%	-$87.1K	﹤0.01%	1348
2024 Q3	$91.5K	Buy	4,370 +237	+6%	+$4.91K	﹤0.01%	1186
2024 Q2	$88.8K	Buy	4,133 +999	+32%	+$22.1K	﹤0.01%	1148
2024 Q1	$68.2K	Buy	+3,134	New	+$69.7K	﹤0.01%	1281
2023 Q4	–	Sell	-3,379	Closed	-$66.7K	–	2015
2023 Q3	$66.7K	Buy	+3,379	New	+$70.7K	﹤0.01%	1188
2022 Q4	–	Sell	-857	Closed	-$24K	–	2132
2022 Q3	$24K	Buy	+857	New	+$26.4K	﹤0.01%	1338
2022 Q2	–	Sell	-1,786	Closed	-$55K	–	2147
2022 Q1	$55K	Sell	1,786 -100	-5%	-$2.65K	﹤0.01%	1178
2021 Q4	$43K	Buy	1,886 +1,186	+169%	+$26.6K	﹤0.01%	1063
2021 Q3	$16K	Buy	+700	New	+$17.5K	﹤0.01%	1307
2020 Q1	–	Sell	-1,561	Closed	-$68K	–	1406
2019 Q4	$68K	Buy	+1,561	New	+$69.8K	0.01%	905
2019 Q3	–	Sell	-1,066	Closed	-$51K	–	1584
2019 Q2	$51K	Buy	+1,066	New	+$48.7K	0.01%	898

Other funds holding UFCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return