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AJO LP’s Universal Insurance Holdings UVE Stock Holding History

AJO LP’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
2017
Q3 		– Sell
-279,947
Closed -$7.05M – 620
2017
Q2 		$7.05M Sell
279,947
-28,368
-9% -$698K 0.03% 261
2017
Q1 		$7.55M Buy
308,315
+117,633
+62% +$3.08M 0.03% 245
2016
Q4 		$5.42M Sell
190,682
-2,547
-1% -$60.6K 0.02% 264
2016
Q3 		$4.87M Buy
193,229
+36,407
+23% +$817K 0.02% 282
2016
Q2 		$2.91M Buy
+156,822
New +$2.83M 0.01% 310
2015
Q4 		– Sell
-128,838
Closed -$3.81M – 557
2015
Q3 		$3.81M Sell
128,838
-198,032
-61% -$5.35M 0.02% 314
2015
Q2 		$7.91M Buy
326,870
+1,380
+0.4% +$35.2K 0.03% 271
2015
Q1 		$8.33M Buy
325,490
+292,490
+886% +$6.88M 0.03% 248
2014
Q4 		$675K Buy
+33,000
New +$576K ﹤0.01% 395

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AJO LP's UVE Position: Q3 2017 in Review

AJO LP sold out of Universal Insurance Holdings (UVE) in Q3 2017, closing a stake of 279,947 shares — an estimated $7.05M sold.

AJO LP first reported a position in UVE in Q4 2014 and held it in 9 quarters. The position peaked at $8.33M in Q1 2015. 160 funds tracked by Wall St. Rank hold UVE as of Q3 2017.

  • AJO LP reported no remaining Universal Insurance Holdings position as of Q3 2017 after selling out during the quarter.
  • AJO LP sold 279,947 Universal Insurance Holdings shares in Q3 2017, an estimated $7.05M.
  • AJO LP first reported a position in Universal Insurance Holdings in Q4 2014 and held it in 9 quarters.
  • AJO LP's Universal Insurance Holdings position peaked at $8.33M in Q1 2015.
  • 160 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2017.

Based on AJO LP's 13F filing for Q3 2017, filed 14 Nov 2017.