James Investment Research’s Universal Insurance Holdings UVE Stock Holding History

James Investment Research’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	-27,025	Closed	-$374K	–	548
2020 Q3	$374K	Hold	27,025	–	–	0.03%	220
2020 Q2	$480K	Buy	27,025 +2,060	+8%	+$36.4K	0.04%	203
2020 Q1	$447K	Hold	24,965	–	–	0.05%	190
2019 Q4	$699K	Buy	24,965 +30	+0.1%	+$868	0.05%	212
2019 Q3	$748K	Buy	24,935 +1,475	+6%	+$40.3K	0.05%	208
2019 Q2	$655K	Buy	23,460 +770	+3%	+$22.5K	0.05%	216
2019 Q1	$703K	Sell	22,690 -27,975	-55%	-$1M	0.05%	310
2018 Q4	$1.92M	Sell	50,665 -16,915	-25%	-$736K	0.12%	158
2018 Q3	$3.28M	Sell	67,580 -8,055	-11%	-$346K	0.13%	147
2018 Q2	$2.65M	Buy	75,635 +58,965	+354%	+$2.01M	0.1%	205
2018 Q1	$532K	Buy	+16,670	New	+$501K	0.02%	512
2017 Q2	–	Sell	-70,358	Closed	-$1.72M	–	774
2017 Q1	$1.72M	Buy	+70,358	New	+$1.84M	0.05%	261

Other funds holding UVE

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

SCM

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

PCM

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

James Investment Research's UVE Position: Q4 2020 in Review

James Investment Research sold out of Universal Insurance Holdings (UVE) in Q4 2020, closing a stake of 27,025 shares — an estimated $374K sold.

James Investment Research first reported a position in UVE in Q1 2017 and held it in 12 quarters. The position peaked at $3.28M in Q3 2018. 136 funds tracked by Wall St. Rank hold UVE as of Q4 2020.

James Investment Research reported no remaining Universal Insurance Holdings position as of Q4 2020 after selling out during the quarter.
James Investment Research sold 27,025 Universal Insurance Holdings shares in Q4 2020, an estimated $374K.
James Investment Research first reported a position in Universal Insurance Holdings in Q1 2017 and held it in 12 quarters.
James Investment Research's Universal Insurance Holdings position peaked at $3.28M in Q3 2018.
136 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2020.

Based on James Investment Research's 13F filing for Q4 2020, filed 27 Jan 2021.