Royal Fund Management’s United Fire Group UFCS Stock Holding History

Royal Fund Management’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
2020 Q2	–	Sell	-1,900	Closed	-$61K	–	545
2020 Q1	$61K	Buy	1,900 +22	+1%	+$893	0.02%	217
2019 Q4	$82K	Buy	1,878 +13	+0.7%	+$581	0.02%	203
2019 Q3	$87K	Buy	1,865 +13	+0.7%	+$618	0.02%	197
2019 Q2	$89K	Buy	1,852 +13	+0.7%	+$594	0.03%	188
2019 Q1	$80K	Buy	1,839 +12	+0.7%	+$600	0.03%	175
2018 Q4	$101K	Buy	1,827 +11	+0.6%	+$566	0.04%	144
2018 Q3	$92K	Buy	1,816 +109	+6%	+$5.82K	0.03%	154
2018 Q2	$93K	Buy	1,707 +10	+0.6%	+$519	0.03%	156
2018 Q1	$81K	Buy	1,697 +10	+0.6%	+$450	0.03%	166
2017 Q4	$76K	Buy	1,687 +10	+0.6%	+$468	0.03%	180
2017 Q3	$76K	Buy	1,677 +11	+0.7%	+$477	0.03%	139
2017 Q2	$73K	Buy	1,666 +10	+0.6%	+$434	0.03%	130
2017 Q1	$70K	Buy	1,656 +10	+0.6%	+$449	0.03%	130
2016 Q4	$80K	Buy	+1,646	New	+$73.1K	0.04%	114

Other funds holding UFCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Royal Fund Management's UFCS Position: Q2 2020 in Review

Royal Fund Management sold out of United Fire Group (UFCS) in Q2 2020, closing a stake of 1,900 shares — an estimated $61K sold.

Royal Fund Management first reported a position in UFCS in Q4 2016 and held it in 14 quarters. The position peaked at $101K in Q4 2018. 121 funds tracked by Wall St. Rank hold UFCS as of Q2 2020.

Royal Fund Management reported no remaining United Fire Group position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 1,900 United Fire Group shares in Q2 2020, an estimated $61K.
Royal Fund Management first reported a position in United Fire Group in Q4 2016 and held it in 14 quarters.
Royal Fund Management's United Fire Group position peaked at $101K in Q4 2018.
121 funds tracked by Wall St. Rank held United Fire Group as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.