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UBS’s Donegal Group Class A DGICA Stock Holding History

UBS’s Portfolio DGICA Stock Details DGICA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$9K Hold
593
– – ﹤0.01% 8916
2014
Q2 		$9K Sell
593
-103
-15% -$1.53K ﹤0.01% 8968
2014
Q1 		$11K Sell
696
-1,307
-65% -$19.3K ﹤0.01% 8783
2013
Q4 		$31K Buy
2,003
+1,410
+238% +$22.3K ﹤0.01% 7591
2013
Q3 		$8K Hold
593
– – ﹤0.01% 9005
2013
Q2 		$8K Buy
+593
New +$8.71K ﹤0.01% 8834

Other funds holding DGICA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS's DGICA Position: Q3 2014 in Review

UBS held its Donegal Group Class A (DGICA) position steady in Q3 2014 at 593 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #8916.

UBS first reported a position in DGICA in Q2 2013 and has held it in 6 quarters since. The position peaked at $31K in Q4 2013. 63 funds tracked by Wall St. Rank hold DGICA as of Q3 2014.

  • UBS held 593 shares of Donegal Group Class A worth $9K as of Q3 2014.
  • UBS left its Donegal Group Class A share count unchanged in Q3 2014.
  • Donegal Group Class A made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8916 holding.
  • UBS first reported a position in Donegal Group Class A in Q2 2013 and has held it in 6 quarters since.
  • UBS's Donegal Group Class A position peaked at $31K in Q4 2013.
  • 63 funds tracked by Wall St. Rank held Donegal Group Class A as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.