ALPS Advisors’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.58M | Buy |
46,332
+11,130
| +32% | +$358K | 0.01% | 450 |
|
|
2025
Q4 | $1.19M | Hold |
35,202
| – | – | 0.01% | 501 |
|
|
2025
Q3 | $926K | Hold |
35,202
| – | – | 0.01% | 524 |
|
|
2025
Q2 | $976K | Sell |
35,202
-1,328
| -4% | -$33.7K | 0.01% | 508 |
|
|
2025
Q1 | $866K | Sell |
36,530
-1,328
| -4% | -$27.4K | 0.01% | 498 |
|
|
2024
Q4 | $797K | Buy |
37,858
+1,328
| +4% | +$27.8K | 0.01% | 537 |
|
|
2024
Q3 | $810K | Buy |
+36,530
| New | +$737K | 0.01% | 549 |
|
|
2019
Q1 | – | Sell |
-10,067
| Closed | -$382K | – | 1014 |
|
|
2018
Q4 | $382K | Sell |
10,067
-406
| -4% | -$17.7K | ﹤0.01% | 641 |
|
|
2018
Q3 | $508K | Sell |
10,473
-3,547
| -25% | -$152K | ﹤0.01% | 589 |
|
|
2018
Q2 | $492K | Sell |
14,020
-660
| -4% | -$22.5K | ﹤0.01% | 589 |
|
|
2018
Q1 | $468K | Buy |
+14,680
| New | +$441K | ﹤0.01% | 616 |
|
|
2017
Q1 | – | Sell |
-17,281
| Closed | -$491K | – | 841 |
|
|
2016
Q4 | $491K | Buy |
17,281
+165
| +1% | +$3.93K | ﹤0.01% | 419 |
|
|
2016
Q3 | $431K | Sell |
17,116
-4,278
| -20% | -$96K | ﹤0.01% | 401 |
|
|
2016
Q2 | $398K | Sell |
21,394
-1,573
| -7% | -$28.4K | ﹤0.01% | 464 |
|
|
2016
Q1 | $409K | Buy |
22,967
+4,874
| +27% | +$90.4K | ﹤0.01% | 550 |
|
|
2015
Q4 | $419K | Hold |
18,093
| – | – | ﹤0.01% | 587 |
|
|
2015
Q3 | $5.34K | Sell |
18,093
-2,879
| -14% | -$77.8K | 0.01% | 283 |
|
|
2015
Q2 | $508K | Buy |
20,972
+326
| +2% | +$8.32K | ﹤0.01% | 492 |
|
|
2015
Q1 | $528K | Sell |
20,646
-19,423
| -48% | -$457K | ﹤0.01% | 406 |
|
|
2014
Q4 | $819K | Sell |
40,069
-5,566
| -12% | -$97.2K | 0.01% | 176 |
|
|
2014
Q3 | $590K | Buy |
45,635
+4,900
| +12% | +$64K | ﹤0.01% | 324 |
|
|
2014
Q2 | $528K | Buy |
40,735
+1,035
| +3% | +$13.6K | ﹤0.01% | 507 |
|
|
2014
Q1 | $504K | Buy |
+39,700
| New | +$505K | ﹤0.01% | 544 |
|
Other funds holding UVE
DSC
VCM
VPM