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Bartlett & Co’s Universal Insurance Holdings UVE Stock Holding History

Bartlett & Co’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
2023
Q4 		$35K Hold
2,200
– – ﹤0.01% 763
2023
Q3 		$31K Hold
2,200
– – ﹤0.01% 737
2023
Q2 		$34K Buy
+2,200
New +$36.5K ﹤0.01% 733

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bartlett & Co's UVE Position: Q4 2023 in Review

Bartlett & Co held its Universal Insurance Holdings (UVE) position steady in Q4 2023 at 2,200 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Bartlett & Co first reported a position in UVE in Q2 2023 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold UVE as of Q4 2023.

  • Bartlett & Co held 2,200 shares of Universal Insurance Holdings worth $35K as of Q4 2023.
  • Bartlett & Co left its Universal Insurance Holdings share count unchanged in Q4 2023.
  • Universal Insurance Holdings made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #763 holding.
  • Bartlett & Co first reported a position in Universal Insurance Holdings in Q2 2023 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.