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Cavalier Investments’s Universal Insurance Holdings UVE Stock Holding History

Cavalier Investments’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
2016
Q1 		– Sell
-10,714
Closed -$248K – 136
2015
Q4 		$248K Hold
10,714
– – 0.15% 99
2015
Q3 		$316K Buy
+10,714
New +$290K 0.26% 43

Other funds holding UVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cavalier Investments's UVE Position: Q1 2016 in Review

Cavalier Investments sold out of Universal Insurance Holdings (UVE) in Q1 2016, closing a stake of 10,714 shares — an estimated $248K sold.

Cavalier Investments first reported a position in UVE in Q3 2015 and held it in 2 quarters. The position peaked at $316K in Q3 2015. 162 funds tracked by Wall St. Rank hold UVE as of Q1 2016.

  • Cavalier Investments reported no remaining Universal Insurance Holdings position as of Q1 2016 after selling out during the quarter.
  • Cavalier Investments sold 10,714 Universal Insurance Holdings shares in Q1 2016, an estimated $248K.
  • Cavalier Investments first reported a position in Universal Insurance Holdings in Q3 2015 and held it in 2 quarters.
  • Cavalier Investments's Universal Insurance Holdings position peaked at $316K in Q3 2015.
  • 162 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2016.

Based on Cavalier Investments's 13F filing for Q1 2016, filed 13 May 2016.