SFSG
UFI icon

Stearns Financial Services Group’s UNIFI UFI Stock Holding History

Stearns Financial Services Group’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-6,666
Closed -$211K – 181
2018
Q2 		$211K Hold
6,666
– – 0.05% 121
2018
Q1 		$242K Hold
6,666
– – 0.06% 112
2017
Q4 		$239K Hold
6,666
– – 0.06% 114
2017
Q3 		$238K Sell
6,666
-75,791
-92% -$2.39M 0.06% 113
2017
Q2 		$2.54M Buy
82,457
+1,183
+1% +$33.4K 0.61% 30
2017
Q1 		$2.31M Sell
81,274
-1,682
-2% -$48.1K 0.56% 32
2016
Q4 		$2.71M Hold
82,956
– – 0.7% 28
2016
Q3 		$2.44M Buy
82,956
+72,697
+709% +$1.98M 0.66% 31
2016
Q2 		$279K Buy
+10,259
New +$258K 0.08% 101

Other funds holding UFI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IAM
Impala Asset Management Palm Beach, Florida $197M AUM 86.77% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return