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Advisor Group’s Universal Insurance Holdings UVE Stock Holding History

Advisor Group’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
2019
Q4 		$222K Buy
7,935
+3,695
+87% +$107K ﹤0.01% 2318
2019
Q3 		$127K Sell
4,240
-1,646
-28% -$45K ﹤0.01% 2701
2019
Q2 		$164K Sell
5,886
-2,924
-33% -$85.6K ﹤0.01% 2472
2019
Q1 		$273K Sell
8,810
-3,385
-28% -$121K ﹤0.01% 2025
2018
Q4 		$463K Sell
12,195
-1,616
-12% -$70.3K ﹤0.01% 1460
2018
Q3 		$671K Buy
13,811
+4,569
+49% +$196K 0.01% 1254
2018
Q2 		$325K Buy
9,242
+1,485
+19% +$50.5K ﹤0.01% 1630
2018
Q1 		$247K Buy
7,757
+40
+0.5% +$1.2K ﹤0.01% 1817
2017
Q4 		$211K Buy
7,717
+3,323
+76% +$83.4K ﹤0.01% 1961
2017
Q3 		$101K Sell
4,394
-10,092
-70% -$229K ﹤0.01% 2395
2017
Q2 		$365K Sell
14,486
-1,037
-7% -$25.5K 0.01% 1346
2017
Q1 		$380K Buy
15,523
+9,717
+167% +$254K 0.01% 1236
2016
Q4 		$165K Sell
5,806
-20,931
-78% -$498K ﹤0.01% 1695
2016
Q3 		$674K Sell
26,737
-776
-3% -$17.4K 0.02% 813
2016
Q2 		$510K Buy
+27,513
New +$497K 0.01% 911

Other funds holding UVE

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

Advisor Group's UVE Position: Q4 2019 in Review

Advisor Group increased its Universal Insurance Holdings (UVE) stake by 87% in Q4 2019, buying an estimated $107K and bringing the position to 7,935 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #2318.

Advisor Group first reported a position in UVE in Q2 2016 and has held it in 15 quarters since. The position peaked at $674K in Q3 2016. 162 funds tracked by Wall St. Rank hold UVE as of Q4 2019.

  • Advisor Group held 7,935 shares of Universal Insurance Holdings worth $222K as of Q4 2019.
  • Advisor Group bought 3,695 Universal Insurance Holdings shares in Q4 2019, an estimated $107K.
  • Universal Insurance Holdings made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2318 holding.
  • Advisor Group first reported a position in Universal Insurance Holdings in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Universal Insurance Holdings position peaked at $674K in Q3 2016.
  • 162 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.