Hillsdale Investment Management’s Universal Insurance Holdings UVE Stock Holding History

Hillsdale Investment 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
2023 Q3	–	Sell	-251,900	Closed	-$3.89M	–	653
2023 Q2	$3.89M	Buy	251,900 +215,200	+586%	+$3.57M	0.36%	118
2023 Q1	$669K	Buy	+36,700	New	+$543K	0.06%	251
2022 Q1	–	Sell	-201,827	Closed	-$3.43M	–	625
2021 Q4	$3.43M	Buy	+201,827	New	+$3.05M	0.23%	141
2019 Q1	–	Sell	-42,500	Closed	-$1.61M	–	690
2018 Q4	$1.61M	Hold	42,500	–	–	0.19%	128
2018 Q3	$2.06M	Sell	42,500 -4,000	-9%	-$172K	0.27%	55
2018 Q2	$1.63M	Hold	46,500	–	–	0.2%	85
2018 Q1	$1.48M	Buy	+46,500	New	+$1.4M	0.21%	71
2013 Q4	–	Sell	-49,150	Closed	-$347K	–	591
2013 Q3	$347K	Buy	49,150 +3,250	+7%	+$25.1K	0.1%	151
2013 Q2	$325K	Buy	+45,900	New	+$298K	0.11%	151

Other funds holding UVE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillsdale Investment Management's UVE Position: Q3 2023 in Review

Hillsdale Investment Management sold out of Universal Insurance Holdings (UVE) in Q3 2023, closing a stake of 251,900 shares — an estimated $3.89M sold.

Hillsdale Investment Management first reported a position in UVE in Q2 2013 and held it in 9 quarters. The position peaked at $3.89M in Q2 2023. 144 funds tracked by Wall St. Rank hold UVE as of Q3 2023.

Hillsdale Investment Management reported no remaining Universal Insurance Holdings position as of Q3 2023 after selling out during the quarter.
Hillsdale Investment Management sold 251,900 Universal Insurance Holdings shares in Q3 2023, an estimated $3.89M.
Hillsdale Investment Management first reported a position in Universal Insurance Holdings in Q2 2013 and held it in 9 quarters.
Hillsdale Investment Management's Universal Insurance Holdings position peaked at $3.89M in Q2 2023.
144 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2023.

Based on Hillsdale Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.