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Aperio Group’s Universal Insurance Holdings UVE Stock Holding History

Aperio 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
2020
Q4 		$515K Buy
34,054
+23,782
+232% +$335K ﹤0.01% 1952
2020
Q3 		$142K Sell
10,272
-3,444
-25% -$60.8K ﹤0.01% 2280
2020
Q2 		$243K Sell
13,716
-1,879
-12% -$33.2K ﹤0.01% 2112
2020
Q1 		$279K Buy
15,595
+4,243
+37% +$97.3K ﹤0.01% 1946
2019
Q4 		$318K Sell
11,352
-633
-5% -$18.3K ﹤0.01% 2038
2019
Q3 		$359K Buy
11,985
+1,025
+9% +$28K ﹤0.01% 1934
2019
Q2 		$306K Sell
10,960
-4,480
-29% -$131K ﹤0.01% 2015
2019
Q1 		$479K Sell
15,440
-3,062
-17% -$110K ﹤0.01% 1772
2018
Q4 		$702K Sell
18,502
-1,213
-6% -$52.8K ﹤0.01% 1497
2018
Q3 		$957K Buy
19,715
+196
+1% +$8.42K ﹤0.01% 1431
2018
Q2 		$685K Buy
19,519
+4,820
+33% +$164K ﹤0.01% 1594
2018
Q1 		$469K Buy
14,699
+5,173
+54% +$156K ﹤0.01% 1722
2017
Q4 		$261K Buy
+9,526
New +$239K ﹤0.01% 2025
2017
Q3 		– Sell
-11,384
Closed -$287K – 2238
2017
Q2 		$287K Buy
+11,384
New +$280K ﹤0.01% 1927

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
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Aperio Group's UVE Position: Q4 2020 in Review

Aperio Group increased its Universal Insurance Holdings (UVE) stake by 232% in Q4 2020, buying an estimated $335K and bringing the position to 34,054 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Aperio Group first reported a position in UVE in Q2 2017 and has held it in 14 quarters since. The position peaked at $957K in Q3 2018. 136 funds tracked by Wall St. Rank hold UVE as of Q4 2020.

  • Aperio Group held 34,054 shares of Universal Insurance Holdings worth $515K as of Q4 2020.
  • Aperio Group bought 23,782 Universal Insurance Holdings shares in Q4 2020, an estimated $335K.
  • Universal Insurance Holdings made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1952 holding.
  • Aperio Group first reported a position in Universal Insurance Holdings in Q2 2017 and has held it in 14 quarters since.
  • Aperio Group's Universal Insurance Holdings position peaked at $957K in Q3 2018.
  • 136 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.