State Street’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30.3M | Buy |
817,498
+8,412
| +1% | +$310K | ﹤0.01% | 2006 |
|
|
2025
Q4 | $29.4M | Buy |
809,086
+3,289
| +0.4% | +$112K | ﹤0.01% | 2041 |
|
|
2025
Q3 | $24.5M | Buy |
805,797
+10,083
| +1% | +$297K | ﹤0.01% | 2121 |
|
|
2025
Q2 | $22.8M | Sell |
795,714
-12,932
| -2% | -$362K | ﹤0.01% | 2116 |
|
|
2025
Q1 | $23.8M | Sell |
808,646
-39,489
| -5% | -$1.07M | ﹤0.01% | 2032 |
|
|
2024
Q4 | $24.1M | Buy |
848,135
+26,569
| +3% | +$670K | ﹤0.01% | 2119 |
|
|
2024
Q3 | $17.2M | Buy |
821,566
+17,415
| +2% | +$360K | ﹤0.01% | 2303 |
|
|
2024
Q2 | $17.3M | Sell |
804,151
-41,141
| -5% | -$910K | ﹤0.01% | 2238 |
|
|
2024
Q1 | $18.4M | Buy |
845,292
+7,541
| +0.9% | +$168K | ﹤0.01% | 2235 |
|
|
2023
Q4 | $16.9M | Buy |
837,751
+10,578
| +1% | +$214K | ﹤0.01% | 2296 |
|
|
2023
Q3 | $16.3M | Buy |
827,173
+3,252
| +0.4% | +$68.1K | ﹤0.01% | 2289 |
|
|
2023
Q2 | $18.7M | Sell |
823,921
-16,942
| -2% | -$418K | ﹤0.01% | 2282 |
|
|
2023
Q1 | $22.3M | Buy |
840,863
+191
| +0% | +$5.43K | ﹤0.01% | 2149 |
|
|
2022
Q4 | $23M | Buy |
840,672
+44,611
| +6% | +$1.3M | ﹤0.01% | 2149 |
|
|
2022
Q3 | $22.9M | Sell |
796,061
-2,988
| -0.4% | -$92.2K | ﹤0.01% | 2121 |
|
|
2022
Q2 | $27.4M | Buy |
799,049
+12,903
| +2% | +$402K | ﹤0.01% | 2025 |
|
|
2022
Q1 | $24.4M | Buy |
786,146
+23,649
| +3% | +$628K | ﹤0.01% | 2258 |
|
|
2021
Q4 | $17.7M | Buy |
762,497
+21,599
| +3% | +$485K | ﹤0.01% | 2563 |
|
|
2021
Q3 | $17.1M | Sell |
740,898
-8,918
| -1% | -$223K | ﹤0.01% | 2578 |
|
|
2021
Q2 | $20.8M | Buy |
749,816
+27,797
| +4% | +$866K | ﹤0.01% | 2484 |
|
|
2021
Q1 | $25.1M | Buy |
722,019
+26,121
| +4% | +$824K | ﹤0.01% | 2222 |
|
|
2020
Q4 | $17.5M | Buy |
695,898
+16,203
| +2% | +$369K | ﹤0.01% | 2318 |
|
|
2020
Q3 | $13.8M | Sell |
679,695
-6,042
| -0.9% | -$151K | ﹤0.01% | 2251 |
|
|
2020
Q2 | $19M | Sell |
685,737
-9,579
| -1% | -$270K | ﹤0.01% | 2061 |
|
|
2020
Q1 | $22.7M | Buy |
695,316
+45,263
| +7% | +$1.84M | ﹤0.01% | 1769 |
|
|
2019
Q4 | $28.4M | Buy |
650,053
+38,724
| +6% | +$1.73M | ﹤0.01% | 1896 |
|
|
2019
Q3 | $28.7M | Sell |
611,329
-3,237
| -0.5% | -$154K | ﹤0.01% | 1819 |
|
|
2019
Q2 | $29.8M | Buy |
614,566
+5,845
| +1% | +$267K | ﹤0.01% | 1835 |
|
|
2019
Q1 | $26.6M | Sell |
608,721
-12,032
| -2% | -$601K | ﹤0.01% | 1865 |
|
|
2018
Q4 | $34.4M | Sell |
620,753
-15,359
| -2% | -$791K | ﹤0.01% | 1598 |
|
|
2018
Q3 | $32.3M | Buy |
636,112
+60,206
| +10% | +$3.21M | ﹤0.01% | 1837 |
|
|
2018
Q2 | $31.4M | Buy |
575,906
+38,503
| +7% | +$2M | ﹤0.01% | 1821 |
|
|
2018
Q1 | $25.7M | Buy |
537,403
+2,806
| +0.5% | +$126K | ﹤0.01% | 1881 |
|
|
2017
Q4 | $24.4M | Buy |
534,597
+22,684
| +4% | +$1.06M | ﹤0.01% | 1912 |
|
|
2017
Q3 | $23.5M | Sell |
511,913
-3,525
| -0.7% | -$153K | ﹤0.01% | 1919 |
|
|
2017
Q2 | $22.7M | Buy |
515,438
+13,148
| +3% | +$570K | ﹤0.01% | 1888 |
|
|
2017
Q1 | $21.5M | Buy |
502,290
+24,742
| +5% | +$1.11M | ﹤0.01% | 1893 |
|
|
2016
Q4 | $23.5M | Buy |
477,548
+32,180
| +7% | +$1.43M | ﹤0.01% | 1781 |
|
|
2016
Q3 | $18.8M | Buy |
445,368
+20,221
| +5% | +$861K | ﹤0.01% | 1812 |
|
|
2016
Q2 | $18M | Buy |
425,147
+13,946
| +3% | +$593K | ﹤0.01% | 1827 |
|
|
2016
Q1 | $18M | Sell |
411,201
-2,760
| -0.7% | -$109K | ﹤0.01% | 1793 |
|
|
2015
Q4 | $15.9M | Buy |
413,961
+18,739
| +5% | +$711K | ﹤0.01% | 1884 |
|
|
2015
Q3 | $13.9M | Sell |
395,222
-18,199
| -4% | -$629K | ﹤0.01% | 1988 |
|
|
2015
Q2 | $13.5M | Sell |
413,421
-404
| -0.1% | -$12.6K | ﹤0.01% | 2101 |
|
|
2015
Q1 | $13.2M | Buy |
413,825
+12,265
| +3% | +$360K | ﹤0.01% | 2073 |
|
|
2014
Q4 | $11.9M | Sell |
401,560
-4,645
| -1% | -$137K | ﹤0.01% | 2122 |
|
|
2014
Q3 | $11.3M | Sell |
406,205
-7,411
| -2% | -$214K | ﹤0.01% | 2112 |
|
|
2014
Q2 | $12.1M | Sell |
413,616
-11,949
| -3% | -$341K | ﹤0.01% | 2132 |
|
|
2014
Q1 | $12.9M | Buy |
425,565
+8,633
| +2% | +$242K | ﹤0.01% | 2061 |
|
|
2013
Q4 | $11.9M | Buy |
416,932
+4,786
| +1% | +$143K | ﹤0.01% | 2086 |
|
|
2013
Q3 | $12.6M | Sell |
412,146
-6,932
| -2% | -$199K | ﹤0.01% | 2000 |
|
|
2013
Q2 | $10.4M | Buy |
+419,078
| New | +$11.6M | ﹤0.01% | 2025 |
|
Other funds holding UFCS
VCM
SFM
VPM
