EST
UVE icon

EA Series Trust’s Universal Insurance Holdings UVE Stock Holding History

EA Series Trust’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
2023
Q2 		$1.96M Buy
+126,814
New +$2.1M 0.07% 401

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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EA Series Trust's UVE Position: Q2 2023 in Review

EA Series Trust opened a new position in Universal Insurance Holdings (UVE) in Q2 2023: 126,814 shares worth $1.96M. The stake represents 0.07% of the portfolio and ranks #401 among its holdings.

155 funds tracked by Wall St. Rank hold UVE as of Q2 2023.

  • EA Series Trust held 126,814 shares of Universal Insurance Holdings worth $1.96M as of Q2 2023.
  • Universal Insurance Holdings was a new EA Series Trust position in Q2 2023.
  • Universal Insurance Holdings made up 0.07% of EA Series Trust's portfolio in Q2 2023, its #401 holding.
  • 155 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.