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Cornerstone Advisory’s Universal Insurance Holdings UVE Stock Holding History

Cornerstone Advisory’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
2022
Q1 		– Sell
-1,000
Closed -$17K – 754
2021
Q4 		$17K Buy
+1,000
New +$15.1K ﹤0.01% 553

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Cornerstone Advisory's UVE Position: Q1 2022 in Review

Cornerstone Advisory sold out of Universal Insurance Holdings (UVE) in Q1 2022, closing a stake of 1,000 shares — an estimated $17K sold.

Cornerstone Advisory first reported a position in UVE in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 138 funds tracked by Wall St. Rank hold UVE as of Q1 2022.

  • Cornerstone Advisory reported no remaining Universal Insurance Holdings position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 1,000 Universal Insurance Holdings shares in Q1 2022, an estimated $17K.
  • Cornerstone Advisory first reported a position in Universal Insurance Holdings in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's Universal Insurance Holdings position peaked at $17K in Q4 2021.
  • 138 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.