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Ategra Capital Management’s Universal Insurance Holdings UVE Stock Holding History

Ategra Capital 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
-26,205
Closed -$492K – 26
2024
Q2 		$492K Sell
26,205
-36,313
-58% -$706K 0.41% 21
2024
Q1 		$1.27M Buy
+62,518
New +$1.13M 0.57% 40

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

Ategra Capital Management's UVE Position: Q3 2024 in Review

Ategra Capital Management sold out of Universal Insurance Holdings (UVE) in Q3 2024, closing a stake of 26,205 shares — an estimated $492K sold.

Ategra Capital Management first reported a position in UVE in Q1 2024 and held it in 2 quarters. The position peaked at $1.27M in Q1 2024. 173 funds tracked by Wall St. Rank hold UVE as of Q3 2024.

  • Ategra Capital Management reported no remaining Universal Insurance Holdings position as of Q3 2024 after selling out during the quarter.
  • Ategra Capital Management sold 26,205 Universal Insurance Holdings shares in Q3 2024, an estimated $492K.
  • Ategra Capital Management first reported a position in Universal Insurance Holdings in Q1 2024 and held it in 2 quarters.
  • Ategra Capital Management's Universal Insurance Holdings position peaked at $1.27M in Q1 2024.
  • 173 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2024.

Based on Ategra Capital Management's 13F filing for Q3 2024, filed 13 Nov 2024.