Envestnet Asset Management’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
+8,970
| New | +$249K | ﹤0.01% | 4125 |
|
|
2019
Q2 | – | Sell |
-27,676
| Closed | -$858K | – | 3083 |
|
|
2019
Q1 | $858K | Sell |
27,676
-389
| -1% | -$12.1K | ﹤0.01% | 1995 |
|
|
2018
Q4 | $1.06M | Buy |
+28,065
| New | +$1.06M | ﹤0.01% | 1712 |
|
|
2018
Q3 | – | Sell |
-5,807
| Closed | -$204K | – | 2570 |
|
|
2018
Q2 | $204K | Sell |
5,807
-438
| -7% | -$15.4K | ﹤0.01% | 1655 |
|
|
2018
Q1 | $199K | Buy |
6,245
+6,186
| +10,485% | +$197K | ﹤0.01% | 1589 |
|
|
2017
Q4 | $2K | Hold |
59
| – | – | ﹤0.01% | 2865 |
|
|
2017
Q3 | $1K | Hold |
59
| – | – | ﹤0.01% | 2868 |
|
|
2017
Q2 | $1K | Sell |
59
-5,100
| -99% | -$86.4K | ﹤0.01% | 3010 |
|
|
2017
Q1 | $126K | Buy |
5,159
+372
| +8% | +$9.09K | ﹤0.01% | 2099 |
|
|
2016
Q4 | $136K | Buy |
4,787
+550
| +13% | +$15.6K | ﹤0.01% | 2056 |
|
|
2016
Q3 | $107K | Buy |
4,237
+249
| +6% | +$6.29K | ﹤0.01% | 2278 |
|
|
2016
Q2 | $74K | Buy |
+3,988
| New | +$74K | ﹤0.01% | 2566 |
|
|
2016
Q1 | – | Sell |
-1,600
| Closed | -$37K | – | 3164 |
|
|
2015
Q4 | $37K | Sell |
1,600
-1,616
| -50% | -$37.4K | ﹤0.01% | 2754 |
|
|
2015
Q3 | $95K | Buy |
+3,216
| New | +$95K | ﹤0.01% | 2371 |
|