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Tarbox Family Office’s United Fire Group UFCS Stock Holding History

Tarbox Family Office’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
2022
Q2 		– Sell
-58
Closed -$2K – 923
2022
Q1 		$2K Hold
58
– – ﹤0.01% 869
2021
Q4 		$1K Buy
58
+39
+205% +$876 ﹤0.01% 1065
2021
Q3 		$0 Hold
19
– – ﹤0.01% 1182
2021
Q2 		$1K Hold
19
– – ﹤0.01% 1102
2021
Q1 		$1K Hold
19
– – ﹤0.01% 1096
2020
Q4 		$0 Hold
19
– – ﹤0.01% 1194
2020
Q3 		$0 Sell
19
-53
-74% -$1.33K ﹤0.01% 1209
2020
Q2 		$2K Buy
72
+53
+279% +$1.5K ﹤0.01% 844
2020
Q1 		$1K Hold
19
– – ﹤0.01% 1009
2019
Q4 		$1K Hold
19
– – ﹤0.01% 1069
2019
Q3 		$1K Sell
19
-11
-37% -$523 ﹤0.01% 1027
2019
Q2 		$1K Buy
+30
New +$1.37K ﹤0.01% 1034

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tarbox Family Office's UFCS Position: Q2 2022 in Review

Tarbox Family Office sold out of United Fire Group (UFCS) in Q2 2022, closing a stake of 58 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in UFCS in Q2 2019 and held it in 12 quarters. The position peaked at $2K in Q1 2022. 135 funds tracked by Wall St. Rank hold UFCS as of Q2 2022.

  • Tarbox Family Office reported no remaining United Fire Group position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 58 United Fire Group shares in Q2 2022, an estimated $2K.
  • Tarbox Family Office first reported a position in United Fire Group in Q2 2019 and held it in 12 quarters.
  • Tarbox Family Office's United Fire Group position peaked at $2K in Q1 2022.
  • 135 funds tracked by Wall St. Rank held United Fire Group as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.