Cerity Partners
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Cerity Partners’s Universal Insurance Holdings UVE Stock Holding History

Cerity Partners’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
2019
Q3 		– Sell
-14,026
Closed -$391K – 519
2019
Q2 		$391K Buy
14,026
+3,367
+32% +$98.6K 0.02% 354
2019
Q1 		$330K Buy
10,659
+1,013
+11% +$36.3K 0.02% 402
2018
Q4 		$366K Sell
9,646
-1,255
-12% -$54.6K 0.02% 371
2018
Q3 		$529K Sell
10,901
-1,906
-15% -$81.9K 0.04% 321
2018
Q2 		$450K Sell
12,807
-2,382
-16% -$81.1K 0.03% 348
2018
Q1 		$485K Buy
+15,189
New +$457K 0.04% 339

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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cerity Partners's UVE Position: Q3 2019 in Review

Cerity Partners sold out of Universal Insurance Holdings (UVE) in Q3 2019, closing a stake of 14,026 shares — an estimated $391K sold.

Cerity Partners first reported a position in UVE in Q1 2018 and held it in 6 quarters. The position peaked at $529K in Q3 2018. 175 funds tracked by Wall St. Rank hold UVE as of Q3 2019.

  • Cerity Partners reported no remaining Universal Insurance Holdings position as of Q3 2019 after selling out during the quarter.
  • Cerity Partners sold 14,026 Universal Insurance Holdings shares in Q3 2019, an estimated $391K.
  • Cerity Partners first reported a position in Universal Insurance Holdings in Q1 2018 and held it in 6 quarters.
  • Cerity Partners's Universal Insurance Holdings position peaked at $529K in Q3 2018.
  • 175 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2019.

Based on Cerity Partners's 13F filing for Q3 2019, filed 30 Oct 2019.