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Bogle Investment Management’s Universal Insurance Holdings UVE Stock Holding History

Bogle Investment 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
2019
Q4 		– Sell
-62,496
Closed -$1.87M – 328
2019
Q3 		$1.87M Buy
62,496
+31,278
+100% +$854K 0.16% 136
2019
Q2 		$871K Buy
+31,218
New +$914K 0.07% 214
2019
Q1 		– Sell
-21,606
Closed -$819K – 387
2018
Q4 		$819K Sell
21,606
-57,936
-73% -$2.52M 0.06% 237
2018
Q3 		$3.86M Buy
79,542
+13,603
+21% +$585K 0.28% 114
2018
Q2 		$2.31M Buy
65,939
+19,522
+42% +$664K 0.17% 138
2018
Q1 		$1.48M Buy
+46,417
New +$1.4M 0.11% 166
2015
Q3 		– Sell
-230,188
Closed -$5.57M – 437
2015
Q2 		$5.57M Sell
230,188
-9,806
-4% -$250K 0.42% 88
2015
Q1 		$6.14M Buy
239,994
+10,712
+5% +$252K 0.42% 85
2014
Q4 		$4.69M Buy
229,282
+70,731
+45% +$1.24M 0.31% 111
2014
Q3 		$2.05M Buy
+158,551
New +$2.07M 0.13% 170
2014
Q2 		– Sell
-335,331
Closed -$4.26M – 386
2014
Q1 		$4.26M Sell
335,331
-124,049
-27% -$1.58M 0.29% 112
2013
Q4 		$6.65M Buy
459,380
+237,680
+107% +$2.28M 0.56% 74
2013
Q3 		$1.56M Sell
221,700
-248,596
-53% -$1.92M 0.16% 191
2013
Q2 		$3.33M Buy
+470,296
New +$3.05M 0.41% 104

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

Bogle Investment Management's UVE Position: Q4 2019 in Review

Bogle Investment Management sold out of Universal Insurance Holdings (UVE) in Q4 2019, closing a stake of 62,496 shares — an estimated $1.87M sold.

Bogle Investment Management first reported a position in UVE in Q2 2013 and held it in 14 quarters. The position peaked at $6.65M in Q4 2013. 162 funds tracked by Wall St. Rank hold UVE as of Q4 2019.

  • Bogle Investment Management reported no remaining Universal Insurance Holdings position as of Q4 2019 after selling out during the quarter.
  • Bogle Investment Management sold 62,496 Universal Insurance Holdings shares in Q4 2019, an estimated $1.87M.
  • Bogle Investment Management first reported a position in Universal Insurance Holdings in Q2 2013 and held it in 14 quarters.
  • Bogle Investment Management's Universal Insurance Holdings position peaked at $6.65M in Q4 2013.
  • 162 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2019.

Based on Bogle Investment Management's 13F filing for Q4 2019, filed 13 Feb 2020.