SFM
Systematic Financial Management’s United Fire Group UFCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Buy |
603,747
+20,413
| +3% | +$586K | 0.46% | 90 |
|
|
2025
Q1 | $17.2M | Buy |
583,334
+31,140
| +6% | +$917K | 0.49% | 88 |
|
|
2024
Q4 | $15.7M | Buy |
552,194
+66,561
| +14% | +$1.89M | 0.4% | 106 |
|
|
2024
Q3 | $10.2M | Buy |
485,633
+48,049
| +11% | +$1.01M | 0.26% | 133 |
|
|
2024
Q2 | $9.4M | Buy |
437,584
+45,405
| +12% | +$976K | 0.29% | 130 |
|
|
2024
Q1 | $8.54M | Buy |
392,179
+64,670
| +20% | +$1.41M | 0.24% | 136 |
|
|
2023
Q4 | $6.59M | Buy |
327,509
+17
| +0% | +$342 | 0.2% | 144 |
|
|
2023
Q3 | $6.47M | Buy |
327,492
+808
| +0.2% | +$16K | 0.21% | 141 |
|
|
2023
Q2 | $7.4M | Buy |
326,684
+13,195
| +4% | +$299K | 0.23% | 135 |
|
|
2023
Q1 | $8.32M | Sell |
313,489
-2,944
| -0.9% | -$78.2K | 0.27% | 125 |
|
|
2022
Q4 | $8.66M | Sell |
316,433
-7,263
| -2% | -$199K | 0.28% | 129 |
|
|
2022
Q3 | $9.3M | Buy |
323,696
+99,404
| +44% | +$2.86M | 0.34% | 116 |
|
|
2022
Q2 | $7.68M | Buy |
224,292
+33,875
| +18% | +$1.16M | 0.27% | 134 |
|
|
2022
Q1 | $5.92M | Buy |
190,417
+155,351
| +443% | +$4.83M | 0.18% | 141 |
|
|
2021
Q4 | $813K | Sell |
35,066
-4,837
| -12% | -$112K | 0.02% | 178 |
|
|
2021
Q3 | $922K | Sell |
39,903
-2,987
| -7% | -$69K | 0.03% | 161 |
|
|
2021
Q2 | $1.19M | Sell |
42,890
-119,535
| -74% | -$3.31M | 0.04% | 158 |
|
|
2021
Q1 | $5.65M | Sell |
162,425
-160,881
| -50% | -$5.6M | 0.21% | 143 |
|
|
2020
Q4 | $8.12M | Sell |
323,306
-12,695
| -4% | -$319K | 0.36% | 119 |
|
|
2020
Q3 | $6.83M | Buy |
336,001
+6,563
| +2% | +$133K | 0.37% | 116 |
|
|
2020
Q2 | $9.13M | Sell |
329,438
-436
| -0.1% | -$12.1K | 0.47% | 97 |
|
|
2020
Q1 | $10.8M | Sell |
329,874
-163,777
| -33% | -$5.34M | 0.66% | 60 |
|
|
2019
Q4 | $21.6M | Sell |
493,651
-10,082
| -2% | -$441K | 0.84% | 32 |
|
|
2019
Q3 | $23.7M | Buy |
503,733
+11,615
| +2% | +$546K | 1.06% | 8 |
|
|
2019
Q2 | $23.8M | Buy |
492,118
+430
| +0.1% | +$20.8K | 0.93% | 12 |
|
|
2019
Q1 | $21.5M | Buy |
491,688
+5,632
| +1% | +$246K | 0.74% | 16 |
|
|
2018
Q4 | $27M | Sell |
486,056
-14,328
| -3% | -$794K | 0.83% | 11 |
|
|
2018
Q3 | $25.4M | Sell |
500,384
-39,957
| -7% | -$2.03M | 0.61% | 24 |
|
|
2018
Q2 | $29.5M | Buy |
540,341
+35,919
| +7% | +$1.96M | 0.72% | 14 |
|
|
2018
Q1 | $24.1M | Buy |
504,422
+20,141
| +4% | +$964K | 0.53% | 44 |
|
|
2017
Q4 | $22.1M | Sell |
484,281
-22,899
| -5% | -$1.04M | 0.44% | 67 |
|
|
2017
Q3 | $23.2M | Sell |
507,180
-11,683
| -2% | -$535K | 0.47% | 65 |
|
|
2017
Q2 | $22.9M | Sell |
518,863
-6,899
| -1% | -$304K | 0.42% | 68 |
|
|
2017
Q1 | $22.5M | Sell |
525,762
-41,428
| -7% | -$1.77M | 0.4% | 74 |
|
|
2016
Q4 | $27.9M | Buy |
567,190
+4,232
| +0.8% | +$208K | 0.44% | 62 |
|
|
2016
Q3 | $23.8M | Sell |
562,958
-65,349
| -10% | -$2.77M | 0.33% | 87 |
|
|
2016
Q2 | $26.7M | Sell |
628,307
-21,066
| -3% | -$894K | 0.36% | 76 |
|
|
2016
Q1 | $28.5M | Sell |
649,373
-92,976
| -13% | -$4.07M | 0.36% | 84 |
|
|
2015
Q4 | $28.4M | Sell |
742,349
-77,731
| -9% | -$2.98M | 0.31% | 82 |
|
|
2015
Q3 | $28.7M | Sell |
820,080
-51,040
| -6% | -$1.79M | 0.31% | 83 |
|
|
2015
Q2 | $28.5M | Sell |
871,120
-38,758
| -4% | -$1.27M | 0.24% | 107 |
|
|
2015
Q1 | $28.9M | Sell |
909,878
-26,550
| -3% | -$843K | 0.23% | 116 |
|
|
2014
Q4 | $27.8M | Sell |
936,428
-178,099
| -16% | -$5.29M | 0.21% | 114 |
|
|
2014
Q3 | $31M | Sell |
1,114,527
-53,546
| -5% | -$1.49M | 0.23% | 116 |
|
|
2014
Q2 | $34.2M | Buy |
1,168,073
+93,293
| +9% | +$2.74M | 0.23% | 109 |
|
|
2014
Q1 | $32.6M | Buy |
1,074,780
+75,685
| +8% | +$2.3M | 0.22% | 113 |
|
|
2013
Q4 | $28.6M | Sell |
999,095
-14,224
| -1% | -$408K | 0.21% | 126 |
|
|
2013
Q3 | $30.9M | Sell |
1,013,319
-8,497
| -0.8% | -$259K | 0.24% | 106 |
|
|
2013
Q2 | $25.4M | Buy |
+1,021,816
| New | +$25.4M | 0.22% | 119 |
|