Gerstein Fisher’s Universal Insurance Holdings UVE Stock Holding History

Gerstein Fisher’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 Q3	$1.89M	Sell	75,098 -7,507	-9%	-$168K	0.23%	79
2016 Q2	$1.53M	Sell	82,605 -12,070	-13%	-$218K	0.2%	100
2016 Q1	$1.69M	Sell	94,675 -127	-0.1%	-$2.35K	0.23%	90
2015 Q4	$2.2M	Buy	94,802 +39,672	+72%	+$1.09M	0.31%	58
2015 Q3	$1.63M	Buy	55,130 +3,967	+8%	+$107K	0.24%	88
2015 Q2	$1.24M	Buy	51,163 +370	+0.7%	+$9.44K	0.2%	111
2015 Q1	$1.3M	Hold	50,793	–	–	0.21%	105
2014 Q4	$1.01M	Buy	50,793 +176	+0.3%	+$3.07K	0.16%	127
2014 Q3	$654K	Buy	50,617 +119	+0.2%	+$1.55K	0.12%	168
2014 Q2	$655K	Buy	+50,498	New	+$664K	0.12%	142

Other funds holding UVE

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

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CRM

Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return

Gerstein Fisher's UVE Position: Q3 2016 in Review

Gerstein Fisher reduced its Universal Insurance Holdings (UVE) stake by 9.1% in Q3 2016, selling an estimated $168K and leaving 75,098 shares worth $1.89M. The position accounts for 0.23% of the portfolio, ranked #79.

Gerstein Fisher first reported a position in UVE in Q2 2014 and has held it in 10 quarters since. The position peaked at $2.2M in Q4 2015. 169 funds tracked by Wall St. Rank hold UVE as of Q3 2016.

Gerstein Fisher held 75,098 shares of Universal Insurance Holdings worth $1.89M as of Q3 2016.
Gerstein Fisher sold 7,507 Universal Insurance Holdings shares in Q3 2016, an estimated $168K.
Universal Insurance Holdings made up 0.23% of Gerstein Fisher's portfolio in Q3 2016, its #79 holding.
Gerstein Fisher first reported a position in Universal Insurance Holdings in Q2 2014 and has held it in 10 quarters since.
Gerstein Fisher's Universal Insurance Holdings position peaked at $2.2M in Q4 2015.
169 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.