United Fire Group’s Factset FDS Stock Holding History

United Fire Group’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-3,000	Closed	-$782K	–	116
2020 Q1	$782K	Hold	3,000	–	–	0.38%	46
2019 Q4	$805K	Hold	3,000	–	–	0.27%	57
2019 Q3	$729K	Hold	3,000	–	–	0.25%	55
2019 Q2	$860K	Hold	3,000	–	–	0.3%	52
2019 Q1	$745K	Hold	3,000	–	–	0.28%	53
2018 Q4	$600K	Hold	3,000	–	–	0.24%	56
2018 Q3	$671K	Hold	3,000	–	–	0.24%	56
2018 Q2	$594K	Hold	3,000	–	–	0.23%	58
2018 Q1	$598K	Hold	3,000	–	–	0.21%	57
2017 Q4	$578K	Hold	3,000	–	–	0.19%	61
2017 Q3	$540K	Hold	3,000	–	–	0.18%	60
2017 Q2	$499K	Hold	3,000	–	–	0.18%	62
2017 Q1	$495K	Hold	3,000	–	–	0.18%	68
2016 Q4	$490K	Hold	3,000	–	–	0.18%	67
2016 Q3	$486K	Hold	3,000	–	–	0.19%	63
2016 Q2	$484K	Hold	3,000	–	–	0.19%	63
2016 Q1	$455K	Hold	3,000	–	–	0.19%	64
2015 Q4	$488K	Hold	3,000	–	–	0.21%	60
2015 Q3	$479K	Hold	3,000	–	–	0.22%	59
2015 Q2	$488K	Hold	3,000	–	–	0.2%	59
2015 Q1	$478K	Hold	3,000	–	–	0.2%	64
2014 Q4	$422K	Hold	3,000	–	–	0.18%	67
2014 Q3	$365K	Hold	3,000	–	–	0.16%	70
2014 Q2	$361K	Hold	3,000	–	–	0.16%	70
2014 Q1	$323K	Hold	3,000	–	–	0.14%	72
2013 Q4	$326K	Hold	3,000	–	–	0.15%	71
2013 Q3	$327K	Hold	3,000	–	–	0.16%	67
2013 Q2	$306K	Buy	+3,000	New	+$288K	0.16%	67

Other funds holding FDS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Fire Group's FDS Position: Q2 2020 in Review

United Fire Group sold out of Factset (FDS) in Q2 2020, closing a stake of 3,000 shares — an estimated $782K sold.

United Fire Group first reported a position in FDS in Q2 2013 and held it in 28 quarters. The position peaked at $860K in Q2 2019. 539 funds tracked by Wall St. Rank hold FDS as of Q2 2020.

United Fire Group reported no remaining Factset position as of Q2 2020 after selling out during the quarter.
United Fire Group sold 3,000 Factset shares in Q2 2020, an estimated $782K.
United Fire Group first reported a position in Factset in Q2 2013 and held it in 28 quarters.
United Fire Group's Factset position peaked at $860K in Q2 2019.
539 funds tracked by Wall St. Rank held Factset as of Q2 2020.

Based on United Fire Group's 13F filing for Q2 2020, filed 5 Aug 2020.