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Valeo Financial Advisors’s United Fire Group UFCS Stock Holding History

Valeo Financial Advisors’s Portfolio UFCS Stock Details UFCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,350
Closed -$18K – 1740
2021
Q1 		$18K Hold
1,350
– – ﹤0.01% 1213
2020
Q4 		$17K Hold
1,350
– – ﹤0.01% 1073
2020
Q3 		$15K Sell
1,350
-19
-1% -$475 ﹤0.01% 990
2020
Q2 		$14K Buy
1,369
+19
+1% +$536 ﹤0.01% 1182
2020
Q1 		$12K Hold
1,350
– – ﹤0.01% 1044
2019
Q4 		$15K Sell
1,350
-32
-2% -$1.43K ﹤0.01% 989
2019
Q3 		$14K Buy
+1,382
New +$65.7K ﹤0.01% 947

Other funds holding UFCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Valeo Financial Advisors's UFCS Position: Q2 2021 in Review

Valeo Financial Advisors sold out of United Fire Group (UFCS) in Q2 2021, closing a stake of 1,350 shares — an estimated $18K sold.

Valeo Financial Advisors first reported a position in UFCS in Q3 2019 and held it in 7 quarters. The position peaked at $18K in Q1 2021. 126 funds tracked by Wall St. Rank hold UFCS as of Q2 2021.

  • Valeo Financial Advisors reported no remaining United Fire Group position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,350 United Fire Group shares in Q2 2021, an estimated $18K.
  • Valeo Financial Advisors first reported a position in United Fire Group in Q3 2019 and held it in 7 quarters.
  • Valeo Financial Advisors's United Fire Group position peaked at $18K in Q1 2021.
  • 126 funds tracked by Wall St. Rank held United Fire Group as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.