Harvest Group Wealth Management’s Universal Insurance Holdings UVE Stock Holding History

Harvest Group Wealth Management’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
2020 Q4	–	Sell	-13	Closed	–	–	856
2020 Q3	$0	Buy	+13	New	+$229	﹤0.01%	834
2020 Q1	–	Sell	-42	Closed	-$1K	–	1015
2019 Q4	$1K	Hold	42	–	–	﹤0.01%	886
2019 Q3	$1K	Sell	42 -10	-19%	-$273	﹤0.01%	940
2019 Q2	$1K	Buy	52 +11	+27%	+$322	﹤0.01%	825
2019 Q1	$1K	Buy	+41	New	+$1.47K	﹤0.01%	857

Other funds holding UVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SCM

Stadium Capital Management New Canaan, Connecticut $21M AUM 6.45% 1-Year Est. Return

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Harvest Group Wealth Management's UVE Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of Universal Insurance Holdings (UVE) in Q4 2020, closing a stake of 13 shares.

Harvest Group Wealth Management first reported a position in UVE in Q1 2019 and held it in 5 quarters. The position peaked at $1K in Q4 2019. 136 funds tracked by Wall St. Rank hold UVE as of Q4 2020.

Harvest Group Wealth Management reported no remaining Universal Insurance Holdings position as of Q4 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 13 Universal Insurance Holdings shares in Q4 2020.
Harvest Group Wealth Management first reported a position in Universal Insurance Holdings in Q1 2019 and held it in 5 quarters.
Harvest Group Wealth Management's Universal Insurance Holdings position peaked at $1K in Q4 2019.
136 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.