Convergence Investment Partners’s Universal Insurance Holdings UVE Stock Holding History

Convergence Investment 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 Q1	–	Sell	-12,616	Closed	-$478K	–	378
2018 Q4	$478K	Buy	12,616 +612	+5%	+$26.6K	0.11%	191
2018 Q3	$583K	Sell	12,004 -11,634	-49%	-$500K	0.12%	197
2018 Q2	$830K	Buy	+23,638	New	+$804K	0.12%	227
2015 Q1	–	Sell	-53,000	Closed	-$1.08M	–	422
2014 Q4	$1.08M	Sell	53,000 -37,387	-41%	-$653K	0.15%	237
2014 Q3	$1.17M	Buy	+90,387	New	+$1.18M	0.16%	197

Other funds holding UVE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Convergence Investment Partners's UVE Position: Q1 2019 in Review

Convergence Investment Partners sold out of Universal Insurance Holdings (UVE) in Q1 2019, closing a stake of 12,616 shares — an estimated $478K sold.

Convergence Investment Partners first reported a position in UVE in Q3 2014 and held it in 5 quarters. The position peaked at $1.17M in Q3 2014. 201 funds tracked by Wall St. Rank hold UVE as of Q1 2019.

Convergence Investment Partners reported no remaining Universal Insurance Holdings position as of Q1 2019 after selling out during the quarter.
Convergence Investment Partners sold 12,616 Universal Insurance Holdings shares in Q1 2019, an estimated $478K.
Convergence Investment Partners first reported a position in Universal Insurance Holdings in Q3 2014 and held it in 5 quarters.
Convergence Investment Partners's Universal Insurance Holdings position peaked at $1.17M in Q3 2014.
201 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2019.

Based on Convergence Investment Partners's 13F filing for Q1 2019, filed 1 May 2019.