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Berman Capital Advisors’s Universal Insurance Holdings UVE Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$2K Hold
160
– – ﹤0.01% 1751
2021
Q2 		$2K Hold
160
– – ﹤0.01% 1643
2021
Q1 		$2K Hold
160
– – ﹤0.01% 1556
2020
Q4 		$2K Buy
+160
New +$2.25K ﹤0.01% 1445
2020
Q3 		– Sell
-40
Closed – – 1779
2020
Q2 		$0 Buy
+40
New +$708 ﹤0.01% 1830

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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

Berman Capital Advisors's UVE Position: Q3 2021 in Review

Berman Capital Advisors held its Universal Insurance Holdings (UVE) position steady in Q3 2021 at 160 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Berman Capital Advisors first reported a position in UVE in Q2 2020 and has held it in 5 quarters since. 131 funds tracked by Wall St. Rank hold UVE as of Q3 2021.

  • Berman Capital Advisors held 160 shares of Universal Insurance Holdings worth $2K as of Q3 2021.
  • Berman Capital Advisors left its Universal Insurance Holdings share count unchanged in Q3 2021.
  • Universal Insurance Holdings made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1751 holding.
  • Berman Capital Advisors first reported a position in Universal Insurance Holdings in Q2 2020 and has held it in 5 quarters since.
  • 131 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.