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Ground Swell Capital’s Universal Insurance Holdings UVE Stock Holding History

Ground Swell Capital’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
2014
Q3 		– Sell
-320
Closed -$4K – 2785
2014
Q2 		$4K Buy
+320
New +$4.21K 0.01% 1210

Other funds holding UVE

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ground Swell Capital's UVE Position: Q3 2014 in Review

Ground Swell Capital sold out of Universal Insurance Holdings (UVE) in Q3 2014, closing a stake of 320 shares — an estimated $4K sold.

Ground Swell Capital first reported a position in UVE in Q2 2014 and held it in 1 quarter. The position peaked at $4K in Q2 2014. 125 funds tracked by Wall St. Rank hold UVE as of Q3 2014.

  • Ground Swell Capital reported no remaining Universal Insurance Holdings position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 320 Universal Insurance Holdings shares in Q3 2014, an estimated $4K.
  • Ground Swell Capital first reported a position in Universal Insurance Holdings in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Universal Insurance Holdings position peaked at $4K in Q2 2014.
  • 125 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.