Epoch Investment Partners’s Universal Insurance Holdings UVE Stock Holding History

Epoch Investment Partners’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
2021 Q1	–	Sell	-619,898	Closed	-$9.37M	–	337
2020 Q4	$9.37M	Sell	619,898 -70,143	-10%	-$989K	0.04%	234
2020 Q3	$9.55M	Buy	690,041 +23,502	+4%	+$415K	0.05%	220
2020 Q2	$11.8M	Buy	666,539 +25,281	+4%	+$447K	0.06%	201
2020 Q1	$11.5M	Buy	641,258 +80,981	+14%	+$1.86M	0.07%	194
2019 Q4	$15.7M	Sell	560,277 -281,021	-33%	-$8.13M	0.07%	180
2019 Q3	$25.2M	Buy	841,298 +78,335	+10%	+$2.14M	0.11%	139
2019 Q2	$21.3M	Buy	762,963 +234,902	+44%	+$6.88M	0.1%	149
2019 Q1	$16.4M	Sell	528,061 -303,224	-36%	-$10.9M	0.07%	171
2018 Q4	$31.5M	Buy	831,285 +57,731	+7%	+$2.51M	0.15%	137
2018 Q3	$37.6M	Buy	773,554 +261,385	+51%	+$11.2M	0.14%	136
2018 Q2	$18M	Buy	+512,169	New	+$17.4M	0.06%	198

Other funds holding UVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCM

Stadium Capital Management New Canaan, Connecticut $21M AUM 6.45% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Epoch Investment Partners's UVE Position: Q1 2021 in Review

Epoch Investment Partners sold out of Universal Insurance Holdings (UVE) in Q1 2021, closing a stake of 619,898 shares — an estimated $9.37M sold.

Epoch Investment Partners first reported a position in UVE in Q2 2018 and held it in 11 quarters. The position peaked at $37.6M in Q3 2018. 132 funds tracked by Wall St. Rank hold UVE as of Q1 2021.

Epoch Investment Partners reported no remaining Universal Insurance Holdings position as of Q1 2021 after selling out during the quarter.
Epoch Investment Partners sold 619,898 Universal Insurance Holdings shares in Q1 2021, an estimated $9.37M.
Epoch Investment Partners first reported a position in Universal Insurance Holdings in Q2 2018 and held it in 11 quarters.
Epoch Investment Partners's Universal Insurance Holdings position peaked at $37.6M in Q3 2018.
132 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2021.

Based on Epoch Investment Partners's 13F filing for Q1 2021, filed 17 May 2021.