UFG
V icon

United Fire Group’s Visa V Stock Holding History

United Fire Group’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-15,000
Closed -$3.38M – 42
2023
Q1 		$3.38M Sell
15,000
-10,000
-40% -$2.23M 2.12% 22
2022
Q4 		$5.19M Hold
25,000
– – 3.07% 11
2022
Q3 		$4.44M Hold
25,000
– – 2.97% 10
2022
Q2 		$4.92M Hold
25,000
– – 3.02% 9
2022
Q1 		$5.54M Hold
25,000
– – 2.85% 13
2021
Q4 		$5.42M Buy
25,000
+14,000
+127% +$3.01M 2.55% 16
2021
Q3 		$2.45M Buy
+11,000
New +$2.58M 1.22% 36

Other funds holding V

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

United Fire Group's V Position: Q2 2023 in Review

United Fire Group sold out of Visa (V) in Q2 2023, closing a stake of 15,000 shares — an estimated $3.38M sold.

United Fire Group first reported a position in V in Q3 2021 and held it in 7 quarters. The position peaked at $5.54M in Q1 2022. 3,487 funds tracked by Wall St. Rank hold V as of Q2 2023.

  • United Fire Group reported no remaining Visa position as of Q2 2023 after selling out during the quarter.
  • United Fire Group sold 15,000 Visa shares in Q2 2023, an estimated $3.38M.
  • United Fire Group first reported a position in Visa in Q3 2021 and held it in 7 quarters.
  • United Fire Group's Visa position peaked at $5.54M in Q1 2022.
  • 3,487 funds tracked by Wall St. Rank held Visa as of Q2 2023.

Based on United Fire Group's 13F filing for Q2 2023, filed 8 Aug 2023.