Advisors Asset Management’s Universal Insurance Holdings UVE Stock Holding History

Advisors Asset 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
2020 Q2	–	Sell	-104	Closed	-$2K	–	1587
2020 Q1	$2K	Sell	104 -1,202	-92%	-$27.6K	﹤0.01%	1467
2019 Q4	$37K	Sell	1,306 -1,116	-46%	-$32.3K	﹤0.01%	1425
2019 Q3	$73K	Sell	2,422 -1,524	-39%	-$41.6K	﹤0.01%	1354
2019 Q2	$110K	Sell	3,946 -178	-4%	-$5.21K	﹤0.01%	1301
2019 Q1	$128K	Buy	4,124 +409	+11%	+$14.7K	﹤0.01%	1460
2018 Q4	$141K	Buy	3,715 +1,028	+38%	+$44.7K	﹤0.01%	1284
2018 Q3	$130K	Buy	2,687 +1,460	+119%	+$62.8K	﹤0.01%	1312
2018 Q2	$43K	Buy	1,227 +1,148	+1,453%	+$39.1K	﹤0.01%	1443
2018 Q1	$2K	Buy	+79	New	+$2.38K	﹤0.01%	1515

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

SCM

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

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

EIP

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

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Advisors Asset Management's UVE Position: Q2 2020 in Review

Advisors Asset Management sold out of Universal Insurance Holdings (UVE) in Q2 2020, closing a stake of 104 shares — an estimated $2K sold.

Advisors Asset Management first reported a position in UVE in Q1 2018 and held it in 9 quarters. The position peaked at $141K in Q4 2018. 151 funds tracked by Wall St. Rank hold UVE as of Q2 2020.

Advisors Asset Management reported no remaining Universal Insurance Holdings position as of Q2 2020 after selling out during the quarter.
Advisors Asset Management sold 104 Universal Insurance Holdings shares in Q2 2020, an estimated $2K.
Advisors Asset Management first reported a position in Universal Insurance Holdings in Q1 2018 and held it in 9 quarters.
Advisors Asset Management's Universal Insurance Holdings position peaked at $141K in Q4 2018.
151 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2020.

Based on Advisors Asset Management's 13F filing for Q2 2020, filed 12 Aug 2020.