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Glassman Wealth Services’s Universal Insurance Holdings UVE Stock Holding History

Glassman Wealth Services’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
Q4 		– Sell
-47
Closed – – 2041
2022
Q3 		$0 Sell
47
-38
-45% -$455 ﹤0.01% 2001
2022
Q2 		$1K Hold
85
– – ﹤0.01% 1555
2022
Q1 		$1K Buy
85
+71
+507% +$1.06K ﹤0.01% 1542
2021
Q4 		$0 Hold
14
– – ﹤0.01% 1927
2021
Q3 		$0 Sell
14
-10
-42% -$136 ﹤0.01% 1824
2021
Q2 		$0 Buy
24
+10
+71% +$140 ﹤0.01% 1661
2021
Q1 		$0 Hold
14
– – ﹤0.01% 1642
2020
Q4 		$0 Buy
+14
New +$197 ﹤0.01% 1524

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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Glassman Wealth Services's UVE Position: Q4 2022 in Review

Glassman Wealth Services sold out of Universal Insurance Holdings (UVE) in Q4 2022, closing a stake of 47 shares.

Glassman Wealth Services first reported a position in UVE in Q4 2020 and held it in 8 quarters. The position peaked at $1K in Q2 2022. 123 funds tracked by Wall St. Rank hold UVE as of Q4 2022.

  • Glassman Wealth Services reported no remaining Universal Insurance Holdings position as of Q4 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 47 Universal Insurance Holdings shares in Q4 2022.
  • Glassman Wealth Services first reported a position in Universal Insurance Holdings in Q4 2020 and held it in 8 quarters.
  • Glassman Wealth Services's Universal Insurance Holdings position peaked at $1K in Q2 2022.
  • 123 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.