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Crossmark Global Holdings’s Universal Insurance Holdings UVE Stock Holding History

Crossmark Global Holdings’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
-7,290
Closed -$219K – 1441
2019
Q3 		$219K Sell
7,290
-110
-1% -$3K 0.01% 1225
2019
Q2 		$206K Sell
7,400
-30
-0.4% -$878 0.01% 1292
2019
Q1 		$230K Sell
7,430
-50
-0.7% -$1.79K 0.01% 1250
2018
Q4 		$284K Buy
7,480
+2,460
+49% +$107K 0.01% 1110
2018
Q3 		$244K Buy
+5,020
New +$216K 0.01% 1445
2017
Q4 		– Sell
-14,370
Closed -$331K – 1673
2017
Q3 		$331K Buy
+14,370
New +$326K 0.01% 1248
2016
Q3 		$331K Buy
+14,370
New +$322K 0.01% 1248

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

Crossmark Global Holdings's UVE Position: Q4 2019 in Review

Crossmark Global Holdings sold out of Universal Insurance Holdings (UVE) in Q4 2019, closing a stake of 7,290 shares — an estimated $219K sold.

Crossmark Global Holdings first reported a position in UVE in Q3 2016 and held it in 7 quarters. The position peaked at $331K in Q3 2017. 162 funds tracked by Wall St. Rank hold UVE as of Q4 2019.

  • Crossmark Global Holdings reported no remaining Universal Insurance Holdings position as of Q4 2019 after selling out during the quarter.
  • Crossmark Global Holdings sold 7,290 Universal Insurance Holdings shares in Q4 2019, an estimated $219K.
  • Crossmark Global Holdings first reported a position in Universal Insurance Holdings in Q3 2016 and held it in 7 quarters.
  • Crossmark Global Holdings's Universal Insurance Holdings position peaked at $331K in Q3 2017.
  • 162 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2019.

Based on Crossmark Global Holdings's 13F filing for Q4 2019, filed 6 Feb 2020.