Advantage Investment Management’s Universal Insurance Holdings UVE Stock Holding History

Advantage Investment Management’s Portfolio UVE Stock Details UVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,438	Closed	-$70K	–	1080
2018 Q3	$70K	Hold	1,438	–	–	0.05%	333
2018 Q2	$50K	Hold	1,438	–	–	0.04%	367
2018 Q1	$46K	Hold	1,438	–	–	0.02%	399
2017 Q4	$39K	Hold	1,438	–	–	0.01%	451
2017 Q3	$33K	Hold	1,438	–	–	0.01%	474
2017 Q2	$36K	Buy	1,438 +24	+2%	+$590	0.01%	459
2017 Q1	$35K	Buy	1,414 +1,028	+266%	+$26.9K	0.01%	439
2016 Q4	$11K	Sell	386 -764	-66%	-$18.2K	﹤0.01%	617
2016 Q3	$29K	Hold	1,150	–	–	0.01%	439
2016 Q2	$21K	Hold	1,150	–	–	0.01%	476
2016 Q1	$20K	Sell	1,150 -1,200	-51%	-$22.2K	0.01%	465
2015 Q4	$54K	Hold	2,350	–	–	0.03%	324
2015 Q3	$69K	Sell	2,350 -1,000	-30%	-$27K	0.04%	273
2015 Q2	$81K	Hold	3,350	–	–	0.04%	277
2015 Q1	$86K	Hold	3,350	–	–	0.05%	265
2014 Q4	$69K	Buy	+3,350	New	+$58.5K	0.05%	264

Other funds holding UVE

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Advantage Investment Management's UVE Position: Q4 2018 in Review

Advantage Investment Management sold out of Universal Insurance Holdings (UVE) in Q4 2018, closing a stake of 1,438 shares — an estimated $70K sold.

Advantage Investment Management first reported a position in UVE in Q4 2014 and held it in 16 quarters. The position peaked at $86K in Q1 2015. 244 funds tracked by Wall St. Rank hold UVE as of Q4 2018.

Advantage Investment Management reported no remaining Universal Insurance Holdings position as of Q4 2018 after selling out during the quarter.
Advantage Investment Management sold 1,438 Universal Insurance Holdings shares in Q4 2018, an estimated $70K.
Advantage Investment Management first reported a position in Universal Insurance Holdings in Q4 2014 and held it in 16 quarters.
Advantage Investment Management's Universal Insurance Holdings position peaked at $86K in Q1 2015.
244 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.