SEI Investments’s United Fire Group UFCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,129
| Closed | -$269K | – | 2913 |
|
|
2025
Q1 | $269K | Buy |
+9,129
| New | +$269K | ﹤0.01% | 2381 |
|
|
2024
Q4 | – | Sell |
-14,830
| Closed | -$310K | – | 2801 |
|
|
2024
Q3 | $310K | Buy |
+14,830
| New | +$310K | ﹤0.01% | 2344 |
|
|
2020
Q3 | – | Sell |
-14,200
| Closed | -$393K | – | 2503 |
|
|
2020
Q2 | $393K | Buy |
14,200
+6,500
| +84% | +$180K | ﹤0.01% | 1959 |
|
|
2020
Q1 | $251K | Hold |
7,700
| – | – | ﹤0.01% | 2022 |
|
|
2019
Q4 | $337K | Buy |
7,700
+3,200
| +71% | +$140K | ﹤0.01% | 2106 |
|
|
2019
Q3 | $211K | Hold |
4,500
| – | – | ﹤0.01% | 2239 |
|
|
2019
Q2 | $218K | Buy |
4,500
+1,840
| +69% | +$89.1K | ﹤0.01% | 2224 |
|
|
2019
Q1 | $116K | Buy |
2,660
+1,800
| +209% | +$78.5K | ﹤0.01% | 2453 |
|
|
2018
Q4 | $48K | Buy |
+860
| New | +$48K | ﹤0.01% | 2353 |
|
|
2018
Q1 | – | Sell |
-50
| Closed | -$2K | – | 3673 |
|
|
2017
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 3140 |
|
|
2015
Q1 | – | Sell |
-2,878
| Closed | -$86K | – | 2363 |
|
|
2014
Q4 | $86K | Buy |
+2,878
| New | +$86K | ﹤0.01% | 1603 |
|