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Dana Investment Advisors’s Universal Insurance Holdings UVE Stock Holding History

Dana Investment Advisors’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
Q2 		– Sell
-64,995
Closed -$2.02M – 297
2019
Q1 		$2.02M Sell
64,995
-14
-0% -$502 0.1% 156
2018
Q4 		$2.46M Sell
65,009
-6,227
-9% -$271K 0.13% 114
2018
Q3 		$3.46M Sell
71,236
-5,671
-7% -$244K 0.14% 116
2018
Q2 		$2.7M Sell
76,907
-15,285
-17% -$520K 0.12% 130
2018
Q1 		$2.94M Buy
+92,192
New +$2.77M 0.13% 119

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dana Investment Advisors's UVE Position: Q2 2019 in Review

Dana Investment Advisors sold out of Universal Insurance Holdings (UVE) in Q2 2019, closing a stake of 64,995 shares — an estimated $2.02M sold.

Dana Investment Advisors first reported a position in UVE in Q1 2018 and held it in 5 quarters. The position peaked at $3.46M in Q3 2018. 177 funds tracked by Wall St. Rank hold UVE as of Q2 2019.

  • Dana Investment Advisors reported no remaining Universal Insurance Holdings position as of Q2 2019 after selling out during the quarter.
  • Dana Investment Advisors sold 64,995 Universal Insurance Holdings shares in Q2 2019, an estimated $2.02M.
  • Dana Investment Advisors first reported a position in Universal Insurance Holdings in Q1 2018 and held it in 5 quarters.
  • Dana Investment Advisors's Universal Insurance Holdings position peaked at $3.46M in Q3 2018.
  • 177 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2019.

Based on Dana Investment Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.