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Simplicity Solutions’s United Fire Group UFCS Stock Holding History

Simplicity Solutions’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
Q3 		– Sell
-9,134
Closed -$207K – 1093
2023
Q2 		$207K Buy
+9,134
New +$226K 0.01% 961

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Simplicity Solutions's UFCS Position: Q3 2023 in Review

Simplicity Solutions sold out of United Fire Group (UFCS) in Q3 2023, closing a stake of 9,134 shares — an estimated $207K sold.

Simplicity Solutions first reported a position in UFCS in Q2 2023 and held it in 1 quarter. The position peaked at $207K in Q2 2023. 121 funds tracked by Wall St. Rank hold UFCS as of Q3 2023.

  • Simplicity Solutions reported no remaining United Fire Group position as of Q3 2023 after selling out during the quarter.
  • Simplicity Solutions sold 9,134 United Fire Group shares in Q3 2023, an estimated $207K.
  • Simplicity Solutions first reported a position in United Fire Group in Q2 2023 and held it in 1 quarter.
  • Simplicity Solutions's United Fire Group position peaked at $207K in Q2 2023.
  • 121 funds tracked by Wall St. Rank held United Fire Group as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.