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IndexIQ Advisors’s Universal Insurance Holdings UVE Stock Holding History

IndexIQ Advisors’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
Q1 		– Sell
-29,690
Closed -$505K – 1523
2021
Q4 		$505K Sell
29,690
-1,663
-5% -$25.1K 0.02% 559
2021
Q3 		$409K Buy
31,353
+3,141
+11% +$42.9K 0.01% 799
2021
Q2 		$392K Buy
28,212
+570
+2% +$8K 0.01% 759
2021
Q1 		$396K Buy
27,642
+15,852
+134% +$237K 0.01% 832
2020
Q4 		$178K Buy
11,790
+1,309
+12% +$18.4K 0.01% 943
2020
Q3 		$145K Buy
10,481
+567
+6% +$10K 0.01% 856
2020
Q2 		$176K Sell
9,914
-526
-5% -$9.31K 0.01% 706
2020
Q1 		$187K Buy
+10,440
New +$240K 0.01% 525
2019
Q1 		– Sell
-65,886
Closed -$2.5M – 683
2018
Q4 		$2.5M Sell
65,886
-5,376
-8% -$234K 0.07% 182
2018
Q3 		$3.46M Buy
71,262
+2,691
+4% +$116K 0.11% 158
2018
Q2 		$2.41M Buy
68,571
+5,908
+9% +$201K 0.07% 247
2018
Q1 		$2M Buy
+62,663
New +$1.88M 0.06% 343

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

IndexIQ Advisors's UVE Position: Q1 2022 in Review

IndexIQ Advisors sold out of Universal Insurance Holdings (UVE) in Q1 2022, closing a stake of 29,690 shares — an estimated $505K sold.

IndexIQ Advisors first reported a position in UVE in Q1 2018 and held it in 12 quarters. The position peaked at $3.46M in Q3 2018. 138 funds tracked by Wall St. Rank hold UVE as of Q1 2022.

  • IndexIQ Advisors reported no remaining Universal Insurance Holdings position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 29,690 Universal Insurance Holdings shares in Q1 2022, an estimated $505K.
  • IndexIQ Advisors first reported a position in Universal Insurance Holdings in Q1 2018 and held it in 12 quarters.
  • IndexIQ Advisors's Universal Insurance Holdings position peaked at $3.46M in Q3 2018.
  • 138 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.