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Fox Run Management’s Universal Insurance Holdings UVE Stock Holding History

Fox Run 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
2016
Q4 		– Sell
-8,400
Closed -$212K – 685
2016
Q3 		$212K Sell
8,400
-4,800
-36% -$108K 0.13% 384
2016
Q2 		$245K Buy
+13,200
New +$239K 0.12% 365

Other funds holding UVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fox Run Management's UVE Position: Q4 2016 in Review

Fox Run Management sold out of Universal Insurance Holdings (UVE) in Q4 2016, closing a stake of 8,400 shares — an estimated $212K sold.

Fox Run Management first reported a position in UVE in Q2 2016 and held it in 2 quarters. The position peaked at $245K in Q2 2016. 173 funds tracked by Wall St. Rank hold UVE as of Q4 2016.

  • Fox Run Management reported no remaining Universal Insurance Holdings position as of Q4 2016 after selling out during the quarter.
  • Fox Run Management sold 8,400 Universal Insurance Holdings shares in Q4 2016, an estimated $212K.
  • Fox Run Management first reported a position in Universal Insurance Holdings in Q2 2016 and held it in 2 quarters.
  • Fox Run Management's Universal Insurance Holdings position peaked at $245K in Q2 2016.
  • 173 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2016.

Based on Fox Run Management's 13F filing for Q4 2016, filed 10 Jan 2017.