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Widmann Financial Services’s United Fire Group UFCS Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-500
Closed -$11K – 432
2021
Q4 		$11K Buy
+500
New +$11.2K 0.01% 296

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State Street
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Bank of America
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Widmann Financial Services's UFCS Position: Q1 2022 in Review

Widmann Financial Services sold out of United Fire Group (UFCS) in Q1 2022, closing a stake of 500 shares — an estimated $11K sold.

Widmann Financial Services first reported a position in UFCS in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 139 funds tracked by Wall St. Rank hold UFCS as of Q1 2022.

  • Widmann Financial Services reported no remaining United Fire Group position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 500 United Fire Group shares in Q1 2022, an estimated $11K.
  • Widmann Financial Services first reported a position in United Fire Group in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's United Fire Group position peaked at $11K in Q4 2021.
  • 139 funds tracked by Wall St. Rank held United Fire Group as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.