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Fortis Capital Advisors’s Universal Insurance Holdings UVE Stock Holding History

Fortis Capital 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
2023
Q2 		– Sell
-5,592
Closed -$102K – 600
2023
Q1 		$102K Buy
+5,592
New +$82.7K 0.05% 179

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

Fortis Capital Advisors's UVE Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Universal Insurance Holdings (UVE) in Q2 2023, closing a stake of 5,592 shares — an estimated $102K sold.

Fortis Capital Advisors first reported a position in UVE in Q1 2023 and held it in 1 quarter. The position peaked at $102K in Q1 2023. 155 funds tracked by Wall St. Rank hold UVE as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Universal Insurance Holdings position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 5,592 Universal Insurance Holdings shares in Q2 2023, an estimated $102K.
  • Fortis Capital Advisors first reported a position in Universal Insurance Holdings in Q1 2023 and held it in 1 quarter.
  • Fortis Capital Advisors's Universal Insurance Holdings position peaked at $102K in Q1 2023.
  • 155 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.