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

Capital Performance 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
2024
Q4 		– Sell
-161
Closed -$3.57K – 2574
2024
Q3 		$3.57K Buy
+161
New +$3.25K ﹤0.01% 1270

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Capital Performance Advisors's UVE Position: Q4 2024 in Review

Capital Performance Advisors sold out of Universal Insurance Holdings (UVE) in Q4 2024, closing a stake of 161 shares — an estimated $3.57K sold.

Capital Performance Advisors first reported a position in UVE in Q3 2024 and held it in 1 quarter. The position peaked at $3.57K in Q3 2024. 168 funds tracked by Wall St. Rank hold UVE as of Q4 2024.

  • Capital Performance Advisors reported no remaining Universal Insurance Holdings position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 161 Universal Insurance Holdings shares in Q4 2024, an estimated $3.57K.
  • Capital Performance Advisors first reported a position in Universal Insurance Holdings in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Universal Insurance Holdings position peaked at $3.57K in Q3 2024.
  • 168 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.