Aperio Group’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $515K | Buy |
34,054
+23,782
| +232% | +$360K | ﹤0.01% | 1952 |
|
|
2020
Q3 | $142K | Sell |
10,272
-3,444
| -25% | -$47.6K | ﹤0.01% | 2280 |
|
|
2020
Q2 | $243K | Sell |
13,716
-1,879
| -12% | -$33.3K | ﹤0.01% | 2112 |
|
|
2020
Q1 | $279K | Buy |
15,595
+4,243
| +37% | +$75.9K | ﹤0.01% | 1946 |
|
|
2019
Q4 | $318K | Sell |
11,352
-633
| -5% | -$17.7K | ﹤0.01% | 2038 |
|
|
2019
Q3 | $359K | Buy |
11,985
+1,025
| +9% | +$30.7K | ﹤0.01% | 1934 |
|
|
2019
Q2 | $306K | Sell |
10,960
-4,480
| -29% | -$125K | ﹤0.01% | 2015 |
|
|
2019
Q1 | $479K | Sell |
15,440
-3,062
| -17% | -$95K | ﹤0.01% | 1772 |
|
|
2018
Q4 | $702K | Sell |
18,502
-1,213
| -6% | -$46K | ﹤0.01% | 1497 |
|
|
2018
Q3 | $957K | Buy |
19,715
+196
| +1% | +$9.51K | ﹤0.01% | 1431 |
|
|
2018
Q2 | $685K | Buy |
19,519
+4,820
| +33% | +$169K | ﹤0.01% | 1594 |
|
|
2018
Q1 | $469K | Buy |
14,699
+5,173
| +54% | +$165K | ﹤0.01% | 1722 |
|
|
2017
Q4 | $261K | Buy |
+9,526
| New | +$261K | ﹤0.01% | 2025 |
|
|
2017
Q3 | – | Sell |
-11,384
| Closed | -$287K | – | 2238 |
|
|
2017
Q2 | $287K | Buy |
+11,384
| New | +$287K | ﹤0.01% | 1927 |
|