United Fire Group’s Welltower WELL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-10,000	Closed	-$551K	–	106
2020 Q3	$551K	Hold	10,000	–	–	0.28%	60
2020 Q2	$518K	Hold	10,000	–	–	0.25%	61
2020 Q1	$458K	Sell	10,000 -4,250	-30%	-$314K	0.22%	66
2019 Q4	$1.17M	Hold	14,250	–	–	0.39%	45
2019 Q3	$1.29M	Sell	14,250 -1,750	-11%	-$152K	0.44%	42
2019 Q2	$1.3M	Sell	16,000 -2,000	-11%	-$157K	0.46%	40
2019 Q1	$1.4M	Buy	18,000 +15,500	+620%	+$1.16M	0.52%	38
2018 Q4	$174K	Sell	2,500 -600	-19%	-$40.8K	0.07%	85
2018 Q3	$199K	Hold	3,100	–	–	0.07%	86
2018 Q2	$194K	Hold	3,100	–	–	0.08%	85
2018 Q1	$169K	Hold	3,100	–	–	0.06%	87
2017 Q4	$198K	Hold	3,100	–	–	0.06%	84
2017 Q3	$218K	Hold	3,100	–	–	0.07%	83
2017 Q2	$232K	Hold	3,100	–	–	0.08%	82
2017 Q1	$220K	Hold	3,100	–	–	0.08%	85
2016 Q4	$207K	Hold	3,100	–	–	0.08%	88
2016 Q3	$232K	Hold	3,100	–	–	0.09%	86
2016 Q2	$236K	Hold	3,100	–	–	0.09%	85
2016 Q1	$215K	Hold	3,100	–	–	0.09%	83
2015 Q4	$211K	Hold	3,100	–	–	0.09%	82
2015 Q3	$204K	Buy	+3,100	New	+$207K	0.09%	82

Other funds holding WELL

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

United Fire Group's WELL Position: Q4 2020 in Review

United Fire Group sold out of Welltower (WELL) in Q4 2020, closing a stake of 10,000 shares — an estimated $551K sold.

United Fire Group first reported a position in WELL in Q3 2015 and held it in 21 quarters. The position peaked at $1.4M in Q1 2019. 741 funds tracked by Wall St. Rank hold WELL as of Q4 2020.

United Fire Group reported no remaining Welltower position as of Q4 2020 after selling out during the quarter.
United Fire Group sold 10,000 Welltower shares in Q4 2020, an estimated $551K.
United Fire Group first reported a position in Welltower in Q3 2015 and held it in 21 quarters.
United Fire Group's Welltower position peaked at $1.4M in Q1 2019.
741 funds tracked by Wall St. Rank held Welltower as of Q4 2020.

Based on United Fire Group's 13F filing for Q4 2020, filed 12 Feb 2021.