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Gladstone Institutional Advisory’s Universal Insurance Holdings UVE Stock Holding History

Gladstone Institutional Advisory’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
2022
Q3 		– Sell
-10,284
Closed -$134K – 682
2022
Q2 		$134K Sell
10,284
-250
-2% -$3.15K 0.01% 617
2022
Q1 		$142K Buy
+10,534
New +$158K 0.01% 675

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Gladstone Institutional Advisory's UVE Position: Q3 2022 in Review

Gladstone Institutional Advisory sold out of Universal Insurance Holdings (UVE) in Q3 2022, closing a stake of 10,284 shares — an estimated $134K sold.

Gladstone Institutional Advisory first reported a position in UVE in Q1 2022 and held it in 2 quarters. The position peaked at $142K in Q1 2022. 136 funds tracked by Wall St. Rank hold UVE as of Q3 2022.

  • Gladstone Institutional Advisory reported no remaining Universal Insurance Holdings position as of Q3 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 10,284 Universal Insurance Holdings shares in Q3 2022, an estimated $134K.
  • Gladstone Institutional Advisory first reported a position in Universal Insurance Holdings in Q1 2022 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Universal Insurance Holdings position peaked at $142K in Q1 2022.
  • 136 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2022, filed 20 Oct 2022.