TWM
UFCS icon

Tradition Wealth Management’s United Fire Group UFCS Stock Holding History

Tradition Wealth Management’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
2024
Q1 		– Sell
-511
Closed -$10K – 1137
2023
Q4 		$10K Buy
511
+4
+0.8% +$81 ﹤0.01% 1007
2023
Q3 		$10K Buy
+507
New +$10.6K ﹤0.01% 1019

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
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tradition Wealth Management's UFCS Position: Q1 2024 in Review

Tradition Wealth Management sold out of United Fire Group (UFCS) in Q1 2024, closing a stake of 511 shares — an estimated $10K sold.

Tradition Wealth Management first reported a position in UFCS in Q3 2023 and held it in 2 quarters. The position peaked at $10K in Q4 2023. 142 funds tracked by Wall St. Rank hold UFCS as of Q1 2024.

  • Tradition Wealth Management reported no remaining United Fire Group position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 511 United Fire Group shares in Q1 2024, an estimated $10K.
  • Tradition Wealth Management first reported a position in United Fire Group in Q3 2023 and held it in 2 quarters.
  • Tradition Wealth Management's United Fire Group position peaked at $10K in Q4 2023.
  • 142 funds tracked by Wall St. Rank held United Fire Group as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.