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

Ativo 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
2018
Q4 		– Sell
-38,587
Closed -$1.87M – 181
2018
Q3 		$1.87M Sell
38,587
-79
-0.2% -$3.4K 0.5% 49
2018
Q2 		$1.36M Sell
38,666
-6,005
-13% -$204K 0.38% 86
2018
Q1 		$1.43M Sell
44,671
-8,037
-15% -$242K 0.4% 85
2017
Q4 		$1.44M Sell
52,708
-5,032
-9% -$126K 0.38% 83
2017
Q3 		$1.33M Buy
57,740
+3,042
+6% +$69K 0.36% 105
2017
Q2 		$1.38M Buy
54,698
+4
+0% +$98 0.38% 100
2017
Q1 		$1.34M Sell
54,694
-175
-0.3% -$4.58K 0.33% 110
2016
Q4 		$1.56M Sell
54,869
-2,147
-4% -$51.1K 0.37% 85
2016
Q3 		$1.44M Sell
57,016
-2,185
-4% -$49K 0.33% 89
2016
Q2 		$1.1M Buy
59,201
+36,826
+165% +$666K 0.27% 120
2016
Q1 		$398K Buy
22,375
+1,353
+6% +$25.1K 0.11% 178
2015
Q4 		$487K Buy
21,022
+126
+0.6% +$3.47K 0.12% 163
2015
Q3 		$663K Sell
20,896
-5,302
-20% -$143K 0.18% 111
2015
Q2 		$741K Sell
26,198
-8,195
-24% -$209K 0.26% 75
2015
Q1 		$880K Sell
34,393
-14,201
-29% -$334K 0.34% 68
2014
Q4 		$994K Sell
48,594
-16,606
-25% -$290K 0.41% 71
2014
Q3 		$843K Sell
65,200
-1,742
-3% -$22.7K 0.33% 66
2014
Q2 		$868K Buy
66,942
+248
+0.4% +$3.26K 0.38% 61
2014
Q1 		$847K Buy
66,694
+4,189
+7% +$53.3K 0.34% 63
2013
Q4 		$905K Sell
62,505
-7,955
-11% -$76.4K 0.4% 63
2013
Q3 		$497K Buy
70,460
+8,900
+14% +$68.8K 0.24% 84
2013
Q2 		$436K Buy
+61,560
New +$399K 0.23% 76

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ativo Capital Management's UVE Position: Q4 2018 in Review

Ativo Capital Management sold out of Universal Insurance Holdings (UVE) in Q4 2018, closing a stake of 38,587 shares — an estimated $1.87M sold.

Ativo Capital Management first reported a position in UVE in Q2 2013 and held it in 22 quarters. The position peaked at $1.87M in Q3 2018. 244 funds tracked by Wall St. Rank hold UVE as of Q4 2018.

  • Ativo Capital Management reported no remaining Universal Insurance Holdings position as of Q4 2018 after selling out during the quarter.
  • Ativo Capital Management sold 38,587 Universal Insurance Holdings shares in Q4 2018, an estimated $1.87M.
  • Ativo Capital Management first reported a position in Universal Insurance Holdings in Q2 2013 and held it in 22 quarters.
  • Ativo Capital Management's Universal Insurance Holdings position peaked at $1.87M in Q3 2018.
  • 244 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2018.

Based on Ativo Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.