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Ariadne Wealth Management’s Universal Insurance Holdings UVE Stock Holding History

Ariadne Wealth 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
2024
Q3 		– Sell
-23,047
Closed -$109K – 284
2024
Q2 		$109K Buy
+23,047
New +$448K 0.08% 150

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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ariadne Wealth Management's UVE Position: Q3 2024 in Review

Ariadne Wealth Management sold out of Universal Insurance Holdings (UVE) in Q3 2024, closing a stake of 23,047 shares — an estimated $109K sold.

Ariadne Wealth Management first reported a position in UVE in Q2 2024 and held it in 1 quarter. The position peaked at $109K in Q2 2024. 173 funds tracked by Wall St. Rank hold UVE as of Q3 2024.

  • Ariadne Wealth Management reported no remaining Universal Insurance Holdings position as of Q3 2024 after selling out during the quarter.
  • Ariadne Wealth Management sold 23,047 Universal Insurance Holdings shares in Q3 2024, an estimated $109K.
  • Ariadne Wealth Management first reported a position in Universal Insurance Holdings in Q2 2024 and held it in 1 quarter.
  • Ariadne Wealth Management's Universal Insurance Holdings position peaked at $109K in Q2 2024.
  • 173 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2024.

Based on Ariadne Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.