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Beacon Capital Management LLC (Tennessee)’s Universal Insurance Holdings UVE Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2022
Q3 		– Sell
-100
Closed -$1K – 975
2022
Q2 		$1K Hold
100
– – ﹤0.01% 896
2022
Q1 		$1K Buy
+100
New +$1.5K ﹤0.01% 897

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LSV Asset Management
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State Street
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DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
RH
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s UVE Position: Q3 2022 in Review

Beacon Capital Management LLC (Tennessee) sold out of Universal Insurance Holdings (UVE) in Q3 2022, closing a stake of 100 shares — an estimated $1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in UVE in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 136 funds tracked by Wall St. Rank hold UVE as of Q3 2022.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Universal Insurance Holdings position as of Q3 2022 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 100 Universal Insurance Holdings shares in Q3 2022, an estimated $1K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Universal Insurance Holdings in Q1 2022 and held it in 2 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Universal Insurance Holdings position peaked at $1K in Q2 2022.
  • 136 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2022.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2022, filed 5 Oct 2022.