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

Capital Advisors Ltd’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
Q2 		– Sell
-53
Closed -$1K – 1339
2022
Q1 		$1K Buy
+53
New +$795 ﹤0.01% 822

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Capital Advisors Ltd's UVE Position: Q2 2022 in Review

Capital Advisors Ltd sold out of Universal Insurance Holdings (UVE) in Q2 2022, closing a stake of 53 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in UVE in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 128 funds tracked by Wall St. Rank hold UVE as of Q2 2022.

  • Capital Advisors Ltd reported no remaining Universal Insurance Holdings position as of Q2 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 53 Universal Insurance Holdings shares in Q2 2022, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Universal Insurance Holdings in Q1 2022 and held it in 1 quarter.
  • Capital Advisors Ltd's Universal Insurance Holdings position peaked at $1K in Q1 2022.
  • 128 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2022.

Based on Capital Advisors Ltd's 13F filing for Q2 2022, filed 5 Aug 2022.