Concourse Financial Group Securities’s Universal Insurance Holdings UVE Stock Holding History

Concourse Financial Group Securities’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 Q4	–	Sell	-64	Closed	-$1.85K	–	2140
2019 Q3	$2K	Buy	64 +26	+68%	+$710	﹤0.01%	1581
2019 Q2	$1K	Sell	38 -92	-71%	-$2.69K	﹤0.01%	2144
2019 Q1	$4K	Sell	130 -99	-43%	-$3.55K	﹤0.01%	1857
2018 Q4	$8K	Buy	229 +18	+9%	+$783	﹤0.01%	1508
2018 Q3	$10K	Buy	+211	New	+$9.07K	﹤0.01%	1116

Other funds holding UVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

SCM

Stadium Capital Management New Canaan, Connecticut $21M AUM 6.45% 1-Year Est. Return

Concourse Financial Group Securities's UVE Position: Q4 2019 in Review

Concourse Financial Group Securities sold out of Universal Insurance Holdings (UVE) in Q4 2019, closing a stake of 64 shares — an estimated $1.85K sold.

Concourse Financial Group Securities first reported a position in UVE in Q3 2018 and held it in 5 quarters. The position peaked at $10K in Q3 2018. 162 funds tracked by Wall St. Rank hold UVE as of Q4 2019.

Concourse Financial Group Securities reported no remaining Universal Insurance Holdings position as of Q4 2019 after selling out during the quarter.
Concourse Financial Group Securities sold 64 Universal Insurance Holdings shares in Q4 2019, an estimated $1.85K.
Concourse Financial Group Securities first reported a position in Universal Insurance Holdings in Q3 2018 and held it in 5 quarters.
Concourse Financial Group Securities's Universal Insurance Holdings position peaked at $10K in Q3 2018.
162 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2019.

Based on Concourse Financial Group Securities's 13F filing for Q4 2019, filed 14 Feb 2020.