BIM
Bogle Investment Management’s Universal Insurance Holdings UVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$938K | 0.16% | 136 |
|
|
2019
Q2 | $871K | Buy |
+31,218
| New | +$871K | 0.07% | 214 |
|
|
2019
Q1 | – | Sell |
-21,606
| Closed | -$819K | – | 387 |
|
|
2018
Q4 | $819K | Sell |
21,606
-57,936
| -73% | -$2.2M | 0.06% | 237 |
|
|
2018
Q3 | $3.86M | Buy |
79,542
+13,603
| +21% | +$660K | 0.28% | 114 |
|
|
2018
Q2 | $2.31M | Buy |
65,939
+19,522
| +42% | +$685K | 0.17% | 138 |
|
|
2018
Q1 | $1.48M | Buy |
+46,417
| New | +$1.48M | 0.11% | 166 |
|
|
2015
Q3 | – | Sell |
-230,188
| Closed | -$5.57M | – | 437 |
|
|
2015
Q2 | $5.57M | Sell |
230,188
-9,806
| -4% | -$237K | 0.42% | 88 |
|
|
2015
Q1 | $6.14M | Buy |
239,994
+10,712
| +5% | +$274K | 0.42% | 85 |
|
|
2014
Q4 | $4.69M | Buy |
229,282
+70,731
| +45% | +$1.45M | 0.31% | 111 |
|
|
2014
Q3 | $2.05M | Buy |
+158,551
| New | +$2.05M | 0.13% | 169 |
|
|
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% | +$3.44M | 0.56% | 74 |
|
|
2013
Q3 | $1.56M | Sell |
221,700
-248,596
| -53% | -$1.75M | 0.16% | 191 |
|
|
2013
Q2 | $3.33M | Buy |
+470,296
| New | +$3.33M | 0.41% | 104 |
|