UFG
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United Fire Group’s Mastercard MA Stock Holding History

United Fire Group’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$2.64M Hold
6,200
– – 4.81% 7
2023
Q3 		$2.45M Hold
6,200
– – 4.79% 7
2023
Q2 		$2.44M Sell
6,200
-3,000
-33% -$1.13M 1.88% 27
2023
Q1 		$3.34M Sell
9,200
-5,000
-35% -$1.82M 2.1% 23
2022
Q4 		$4.94M Hold
14,200
– – 2.92% 12
2022
Q3 		$4.04M Hold
14,200
– – 2.7% 17
2022
Q2 		$4.48M Hold
14,200
– – 2.74% 16
2022
Q1 		$5.08M Hold
14,200
– – 2.61% 17
2021
Q4 		$5.1M Buy
14,200
+7,000
+97% +$2.42M 2.4% 19
2021
Q3 		$2.5M Buy
+7,200
New +$2.62M 1.25% 35

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

United Fire Group's MA Position: Q4 2023 in Review

United Fire Group held its Mastercard (MA) position steady in Q4 2023 at 6,200 shares worth $2.64M. The position accounts for 4.81% of the portfolio, ranked #7.

United Fire Group first reported a position in MA in Q3 2021 and has held it in 10 quarters since. The position peaked at $5.1M in Q4 2021. 3,034 funds tracked by Wall St. Rank hold MA as of Q4 2023.

  • United Fire Group held 6,200 shares of Mastercard worth $2.64M as of Q4 2023.
  • United Fire Group left its Mastercard share count unchanged in Q4 2023.
  • Mastercard made up 4.81% of United Fire Group's portfolio in Q4 2023, its #7 holding.
  • United Fire Group first reported a position in Mastercard in Q3 2021 and has held it in 10 quarters since.
  • United Fire Group's Mastercard position peaked at $5.1M in Q4 2021.
  • 3,034 funds tracked by Wall St. Rank held Mastercard as of Q4 2023.

Based on United Fire Group's 13F filing for Q4 2023, filed 13 Feb 2024.