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Herndon Capital Management’s Universal Insurance Holdings UVE Stock Holding History

Herndon Capital 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
2017
Q2 		$7K Hold
287
– – ﹤0.01% 167
2017
Q1 		$7K Buy
287
+17
+6% +$445 ﹤0.01% 164
2016
Q4 		$8K Hold
270
– – ﹤0.01% 156
2016
Q3 		$7K Sell
270
-92
-25% -$2.06K ﹤0.01% 207
2016
Q2 		$7K Buy
+362
New +$6.54K ﹤0.01% 210

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Herndon Capital Management's UVE Position: Q2 2017 in Review

Herndon Capital Management held its Universal Insurance Holdings (UVE) position steady in Q2 2017 at 287 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Herndon Capital Management first reported a position in UVE in Q2 2016 and has held it in 5 quarters since. The position peaked at $8K in Q4 2016. 169 funds tracked by Wall St. Rank hold UVE as of Q2 2017.

  • Herndon Capital Management held 287 shares of Universal Insurance Holdings worth $7K as of Q2 2017.
  • Herndon Capital Management left its Universal Insurance Holdings share count unchanged in Q2 2017.
  • Universal Insurance Holdings made up ﹤0.01% of Herndon Capital Management's portfolio in Q2 2017, its #167 holding.
  • Herndon Capital Management first reported a position in Universal Insurance Holdings in Q2 2016 and has held it in 5 quarters since.
  • Herndon Capital Management's Universal Insurance Holdings position peaked at $8K in Q4 2016.
  • 169 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2017.

Based on Herndon Capital Management's 13F filing for Q2 2017, filed 4 Aug 2017.