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Financial Gravity Asset Management’s Universal Insurance Holdings UVE Stock Holding History

Financial Gravity Asset Management’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
-1
Closed – – 1705
2019
Q3 		$0 Sell
1
-15
-94% -$410 ﹤0.01% 1568
2019
Q2 		$0 Hold
16
– – ﹤0.01% 1682
2019
Q1 		$1K Buy
+16
New +$574 ﹤0.01% 1208

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

Financial Gravity Asset Management's UVE Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Universal Insurance Holdings (UVE) in Q4 2019, closing a stake of 1 share.

Financial Gravity Asset Management first reported a position in UVE in Q1 2019 and held it in 3 quarters. The position peaked at $1K in Q1 2019. 162 funds tracked by Wall St. Rank hold UVE as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Universal Insurance Holdings position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 Universal Insurance Holdings share in Q4 2019.
  • Financial Gravity Asset Management first reported a position in Universal Insurance Holdings in Q1 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's Universal Insurance Holdings position peaked at $1K in Q1 2019.
  • 162 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.