UBS AM’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
54,177
+19,840
| +58% | +$569K | ﹤0.01% | 2252 |
|
|
2025
Q1 | $1.01M | Sell |
34,337
-1,914
| -5% | -$56.4K | ﹤0.01% | 2300 |
|
|
2024
Q4 | $1.03M | Buy |
36,251
+1,769
| +5% | +$50.3K | ﹤0.01% | 2346 |
|
|
2024
Q3 | $722K | Sell |
34,482
-3,312
| -9% | -$69.3K | ﹤0.01% | 2527 |
|
|
2024
Q2 | $812K | Buy |
37,794
+24,186
| +178% | +$520K | ﹤0.01% | 2468 |
|
|
2024
Q1 | $296K | Hold |
13,608
| – | – | ﹤0.01% | 2400 |
|
|
2023
Q4 | $274K | Hold |
13,608
| – | – | ﹤0.01% | 2440 |
|
|
2023
Q3 | $269K | Sell |
13,608
-9,163
| -40% | -$181K | ﹤0.01% | 2458 |
|
|
2023
Q2 | $605K | Hold |
22,771
| – | – | ﹤0.01% | 2243 |
|
|
2023
Q1 | $605K | Hold |
22,771
| – | – | ﹤0.01% | 2243 |
|
|
2022
Q4 | $623K | Hold |
22,771
| – | – | ﹤0.01% | 2086 |
|
|
2022
Q3 | $654K | Sell |
22,771
-1,695
| -7% | -$48.7K | ﹤0.01% | 2213 |
|
|
2022
Q2 | $837K | Buy |
24,466
+2,678
| +12% | +$91.7K | ﹤0.01% | 2065 |
|
|
2022
Q1 | $677K | Hold |
21,788
| – | – | ﹤0.01% | 2339 |
|
|
2021
Q4 | $505K | Hold |
21,788
| – | – | ﹤0.01% | 2557 |
|
|
2021
Q3 | $503K | Hold |
21,788
| – | – | ﹤0.01% | 2499 |
|
|
2021
Q2 | $604K | Buy |
21,788
+1,460
| +7% | +$40.5K | ﹤0.01% | 2456 |
|
|
2021
Q1 | $707K | Hold |
20,328
| – | – | ﹤0.01% | 2246 |
|
|
2020
Q4 | $510K | Hold |
20,328
| – | – | ﹤0.01% | 2295 |
|
|
2020
Q3 | $413K | Buy |
20,328
+9,862
| +94% | +$200K | ﹤0.01% | 2213 |
|
|
2020
Q2 | $290K | Hold |
10,466
| – | – | ﹤0.01% | 2293 |
|
|
2020
Q1 | $341K | Sell |
10,466
-6,688
| -39% | -$218K | ﹤0.01% | 2119 |
|
|
2019
Q4 | $750K | Buy |
17,154
+6,188
| +56% | +$271K | ﹤0.01% | 2065 |
|
|
2019
Q3 | $515K | Buy |
10,966
+781
| +8% | +$36.7K | ﹤0.01% | 2280 |
|
|
2019
Q2 | $494K | Sell |
10,185
-27
| -0.3% | -$1.31K | ﹤0.01% | 2215 |
|
|
2019
Q1 | $446K | Buy |
10,212
+1,133
| +12% | +$49.5K | ﹤0.01% | 2154 |
|
|
2018
Q4 | $503K | Sell |
9,079
-13
| -0.1% | -$721 | ﹤0.01% | 1994 |
|
|
2018
Q3 | $462K | Buy |
9,092
+40
| +0.4% | +$2.03K | ﹤0.01% | 2118 |
|
|
2018
Q2 | $493K | Hold |
9,052
| – | – | ﹤0.01% | 2102 |
|
|
2018
Q1 | $433K | Buy |
9,052
+3,800
| +72% | +$182K | ﹤0.01% | 2080 |
|
|
2017
Q4 | $239K | Hold |
5,252
| – | – | ﹤0.01% | 2218 |
|
|
2017
Q3 | $241K | Hold |
5,252
| – | – | ﹤0.01% | 2170 |
|
|
2017
Q2 | $231K | Buy |
+5,252
| New | +$231K | ﹤0.01% | 2153 |
|
|
2016
Q4 | – | Sell |
-9,752
| Closed | -$413K | – | 2661 |
|
|
2016
Q3 | $413K | Hold |
9,752
| – | – | ﹤0.01% | 2090 |
|
|
2016
Q2 | $414K | Hold |
9,752
| – | – | ﹤0.01% | 2053 |
|
|
2016
Q1 | $427K | Sell |
9,752
-800
| -8% | -$35K | ﹤0.01% | 2011 |
|
|
2015
Q4 | $404K | Buy |
10,552
+500
| +5% | +$19.1K | ﹤0.01% | 2169 |
|
|
2015
Q3 | $352K | Buy |
10,052
+653
| +7% | +$22.9K | ﹤0.01% | 2203 |
|
|
2015
Q2 | $308K | Hold |
9,399
| – | – | ﹤0.01% | 2347 |
|
|
2015
Q1 | $299K | Hold |
9,399
| – | – | ﹤0.01% | 2264 |
|
|
2014
Q4 | $279K | Hold |
9,399
| – | – | ﹤0.01% | 2274 |
|
|
2014
Q3 | $261K | Hold |
9,399
| – | – | ﹤0.01% | 2230 |
|
|
2014
Q2 | $276K | Buy |
9,399
+1,200
| +15% | +$35.2K | ﹤0.01% | 2233 |
|
|
2014
Q1 | $249K | Hold |
8,199
| – | – | ﹤0.01% | 2305 |
|
|
2013
Q4 | $235K | Sell |
8,199
-900
| -10% | -$25.8K | ﹤0.01% | 2295 |
|
|
2013
Q3 | $277K | Hold |
9,099
| – | – | ﹤0.01% | 2132 |
|
|
2013
Q2 | $226K | Buy |
+9,099
| New | +$226K | ﹤0.01% | 2195 |
|