UNITED FIRE GROUP INC

data from 31/12/2023

Capitalization

$ 55.019 M 7.42 %

Average holding period

32 ans

Performance

$ 144.502 M 80.72 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in UNITED FIRE GROUP INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2023/12/31 EPD ENTERPRISE PRODS PARTNERS L 12.45% 6.851 M $ 260000 2021/09/30 -265.199 K $ -3.73 %
2023/12/31 PG PROCTER AND GAMBLE CO 10.47% 5.759 M $ 39300 2013/06/30 26.723 K $ 0.47 %
2023/12/31 UNP UNION PAC CORP 10.04% 5.526 M $ 22500 2013/06/30 944.775 K $ 20.62 %
2023/12/31 MSFT MICROSOFT CORP 6.83% 3.760 M $ 10000 2013/06/30 602.900 K $ 19.09 %
2023/12/31 NKE NIKE INC 5.92% 3.257 M $ 30000 2013/06/30 388.499 K $ 13.54 %
2023/12/31 DOW DOW INC 5.65% 3.108 M $ 56666 2019/06/30 185.864 K $ 6.36 %
2023/12/31 MA MASTERCARD INCORPORATED 4.81% 2.644 M $ 6200 2021/09/30 189.719 K $ 7.73 %
2023/12/31 ENB ENBRIDGE INC 4.77% 2.626 M $ 72910 2017/03/31 206.335 K $ 8.53 %
2023/12/31 WTFC WINTRUST FINL CORP 4.64% 2.553 M $ 27523 2013/06/30 474.771 K $ 22.85 %
2023/12/31 DD DUPONT DE NEMOURS INC 3.76% 2.069 M $ 26899 2019/06/30 62.943 K $ 3.14 %
2023/12/31 MDT MEDTRONIC PLC 3.74% 2.060 M $ 25000 2015/03/31 100.499 K $ 5.13 %
2023/12/31 LNT ALLIANT ENERGY CORP 3.73% 2.052 M $ 40000 2013/06/30 113.999 K $ 5.88 %
2023/12/31 DUK DUKE ENERGY CORP NEW 3.53% 1.941 M $ 20000 2013/06/30 175.600 K $ 9.95 %
2023/12/31 CTVA CORTEVA INC 3.48% 1.917 M $ 40000 2019/06/30 -129.599 K $ -6.33 %
2023/12/31 MS MORGAN STANLEY 3.39% 1.865 M $ 20000 2021/09/30 231.599 K $ 14.18 %
2023/12/31 JPM JPMORGAN CHASE & CO 3.09% 1.701 M $ 10000 2013/06/30 250.799 K $ 17.29 %
2023/12/31 AMCR AMCOR PLC 2.81% 1.544 M $ 160140 2019/06/30 76.867 K $ 5.24 %
2023/12/31 USB US BANCORP DEL 2.41% 1.328 M $ 30675 2013/06/30 313.498 K $ 30.91 %
2023/12/31 PFE PFIZER INC 2.35% 1.296 M $ 45000 2013/06/30 -197.100 K $ -13.20 %
2023/12/31 ABBV ABBVIE INC 1.95% 1.074 M $ 6932 2013/06/30 40.968 K $ 3.96 %
2023/12/31 ORI OLD REP INTL CORP 0.16% 88.200 K $ 3000 2013/06/30 7.379 K $ 9.13 %