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
2026 Q1	$3.71K	Buy	+100	New	+$3.69K	﹤0.01%	8073
2019 Q3	–	Sell	-3	Closed	-$14K	–	7929
2019 Q2	$14K	Buy	3 +1	+50%	+$46	﹤0.01%	5910
2019 Q1	$8K	Sell	2 -17	-89%	-$850	﹤0.01%	6293
2018 Q4	$105K	Hold	19	–	–	﹤0.01%	3819
2018 Q3	$96K	Buy	19 +18	+1,800%	+$961	﹤0.01%	4475
2018 Q2	$5K	Buy	+1	New	+$52	﹤0.01%	6732

Other funds holding UFCS

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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. 118 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.
118 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.