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Fusion Family Wealth’s Universal Insurance Holdings UVE Stock Holding History

Fusion Family Wealth’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
Q1 		– Sell
-36
Closed -$1K – 238
2018
Q4 		$1K Buy
36
+1
+3% +$44 ﹤0.01% 246
2018
Q3 		$2K Hold
35
– – ﹤0.01% 241
2018
Q2 		$1K Hold
35
– – ﹤0.01% 286
2018
Q1 		$1K Buy
+35
New +$1.05K ﹤0.01% 268

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fusion Family Wealth's UVE Position: Q1 2019 in Review

Fusion Family Wealth sold out of Universal Insurance Holdings (UVE) in Q1 2019, closing a stake of 36 shares — an estimated $1K sold.

Fusion Family Wealth first reported a position in UVE in Q1 2018 and held it in 4 quarters. The position peaked at $2K in Q3 2018. 201 funds tracked by Wall St. Rank hold UVE as of Q1 2019.

  • Fusion Family Wealth reported no remaining Universal Insurance Holdings position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 36 Universal Insurance Holdings shares in Q1 2019, an estimated $1K.
  • Fusion Family Wealth first reported a position in Universal Insurance Holdings in Q1 2018 and held it in 4 quarters.
  • Fusion Family Wealth's Universal Insurance Holdings position peaked at $2K in Q3 2018.
  • 201 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.