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Burney Company’s Universal Insurance Holdings UVE Stock Holding History

Burney Company’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
2020
Q3 		– Sell
-10,674
Closed -$189K – 524
2020
Q2 		$189K Sell
10,674
-420
-4% -$7.43K 0.01% 467
2020
Q1 		$199K Sell
11,094
-75,892
-87% -$1.74M 0.02% 408
2019
Q4 		$2.44M Sell
86,986
-4,046
-4% -$117K 0.13% 175
2019
Q3 		$2.73M Sell
91,032
-42,740
-32% -$1.17M 0.16% 155
2019
Q2 		$3.73M Sell
133,772
-19,586
-13% -$573K 0.23% 131
2019
Q1 		$4.75M Buy
153,358
+2,759
+2% +$99K 0.29% 112
2018
Q4 		$5.71M Sell
150,599
-243
-0.2% -$10.6K 0.4% 81
2018
Q3 		$7.32M Sell
150,842
-7,752
-5% -$333K 0.44% 69
2018
Q2 		$5.57M Buy
158,594
+6,032
+4% +$205K 0.33% 97
2018
Q1 		$4.87M Sell
152,562
-7,485
-5% -$225K 0.3% 107
2017
Q4 		$4.38M Buy
160,047
+21,129
+15% +$531K 0.25% 125
2017
Q3 		$3.21M Sell
138,918
-4,691
-3% -$106K 0.21% 139
2017
Q2 		$3.71M Buy
143,609
+1,006
+0.7% +$24.7K 0.24% 119
2017
Q1 		$3.49M Buy
142,603
+8,183
+6% +$214K 0.23% 119
2016
Q4 		$3.82M Buy
134,420
+1,756
+1% +$41.8K 0.26% 113
2016
Q3 		$3.35M Sell
132,664
-1,659
-1% -$37.2K 0.24% 121
2016
Q2 		$2.5M Buy
134,323
+32,665
+32% +$590K 0.18% 136
2016
Q1 		$1.81M Buy
101,658
+43,771
+76% +$811K 0.13% 162
2015
Q4 		$1.37M Buy
+57,887
New +$1.59M 0.1% 182

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Burney Company's UVE Position: Q3 2020 in Review

Burney Company sold out of Universal Insurance Holdings (UVE) in Q3 2020, closing a stake of 10,674 shares — an estimated $189K sold.

Burney Company first reported a position in UVE in Q4 2015 and held it in 19 quarters. The position peaked at $7.32M in Q3 2018. 140 funds tracked by Wall St. Rank hold UVE as of Q3 2020.

  • Burney Company reported no remaining Universal Insurance Holdings position as of Q3 2020 after selling out during the quarter.
  • Burney Company sold 10,674 Universal Insurance Holdings shares in Q3 2020, an estimated $189K.
  • Burney Company first reported a position in Universal Insurance Holdings in Q4 2015 and held it in 19 quarters.
  • Burney Company's Universal Insurance Holdings position peaked at $7.32M in Q3 2018.
  • 140 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2020.

Based on Burney Company's 13F filing for Q3 2020, filed 14 Dec 2020.