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Freedom Investment Management’s Universal Insurance Holdings UVE Stock Holding History

Freedom Investment 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
Q2 		– Sell
-7,081
Closed -$220K – 736
2019
Q1 		$220K Sell
7,081
-2,367
-25% -$84.9K 0.02% 609
2018
Q4 		$358K Buy
+9,448
New +$411K 0.03% 515

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freedom Investment Management's UVE Position: Q2 2019 in Review

Freedom Investment Management sold out of Universal Insurance Holdings (UVE) in Q2 2019, closing a stake of 7,081 shares — an estimated $220K sold.

Freedom Investment Management first reported a position in UVE in Q4 2018 and held it in 2 quarters. The position peaked at $358K in Q4 2018. 177 funds tracked by Wall St. Rank hold UVE as of Q2 2019.

  • Freedom Investment Management reported no remaining Universal Insurance Holdings position as of Q2 2019 after selling out during the quarter.
  • Freedom Investment Management sold 7,081 Universal Insurance Holdings shares in Q2 2019, an estimated $220K.
  • Freedom Investment Management first reported a position in Universal Insurance Holdings in Q4 2018 and held it in 2 quarters.
  • Freedom Investment Management's Universal Insurance Holdings position peaked at $358K in Q4 2018.
  • 177 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2019.

Based on Freedom Investment Management's 13F filing for Q2 2019, filed 18 Jul 2019.