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Avantax Advisory Services’s Universal Insurance Holdings UVE Stock Holding History

Avantax Advisory Services’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 		– Sell
-25,649
Closed -$355K – 1340
2020
Q3 		$355K Buy
+25,649
New +$453K 0.01% 947

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

Avantax Advisory Services's UVE Position: Q4 2020 in Review

Avantax Advisory Services sold out of Universal Insurance Holdings (UVE) in Q4 2020, closing a stake of 25,649 shares — an estimated $355K sold.

Avantax Advisory Services first reported a position in UVE in Q3 2020 and held it in 1 quarter. The position peaked at $355K in Q3 2020. 136 funds tracked by Wall St. Rank hold UVE as of Q4 2020.

  • Avantax Advisory Services reported no remaining Universal Insurance Holdings position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 25,649 Universal Insurance Holdings shares in Q4 2020, an estimated $355K.
  • Avantax Advisory Services first reported a position in Universal Insurance Holdings in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Universal Insurance Holdings position peaked at $355K in Q3 2020.
  • 136 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.