Simplex Trading
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Simplex Trading’s United Fire Group UFCS Stock Holding History

Simplex Trading’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
Q2 		– Sell
-19
Closed – – 9988
2023
Q1 		$0 Sell
19
-300
-94% -$8.54K ﹤0.01% 10187
2022
Q4 		$8K Buy
319
+300
+1,579% +$8.76K ﹤0.01% 7759
2022
Q3 		$0 Sell
19
-81
-81% -$2.5K ﹤0.01% 10932
2022
Q2 		$3K Buy
+100
New +$3.12K ﹤0.01% 9216
2020
Q1 		– Sell
-70
Closed -$3K – 8316
2019
Q4 		$3K Buy
+70
New +$3.13K ﹤0.01% 6901
2018
Q3 		– Sell
-1,668
Closed -$89K – 8100
2018
Q2 		$90K Buy
1,668
+1,640
+5,857% +$85.2K ﹤0.01% 4420
2018
Q1 		$1K Buy
+28
New +$1.26K ﹤0.01% 5799

Other funds holding UFCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Simplex Trading's UFCS Position: Q2 2023 in Review

Simplex Trading sold out of United Fire Group (UFCS) in Q2 2023, closing a stake of 19 shares.

Simplex Trading first reported a position in UFCS in Q1 2018 and held it in 7 quarters. The position peaked at $90K in Q2 2018. 119 funds tracked by Wall St. Rank hold UFCS as of Q2 2023.

  • Simplex Trading reported no remaining United Fire Group position as of Q2 2023 after selling out during the quarter.
  • Simplex Trading sold 19 United Fire Group shares in Q2 2023.
  • Simplex Trading first reported a position in United Fire Group in Q1 2018 and held it in 7 quarters.
  • Simplex Trading's United Fire Group position peaked at $90K in Q2 2018.
  • 119 funds tracked by Wall St. Rank held United Fire Group as of Q2 2023.

Based on Simplex Trading's 13F filing for Q2 2023, filed 4 Aug 2023.