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JOYN Advisors’s Universal Insurance Holdings UVE Stock Holding History

JOYN 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
2019
Q1 		– Sell
-1,353
Closed -$51K – 1346
2018
Q4 		$51K Sell
1,353
-186
-12% -$8.1K 0.01% 336
2018
Q3 		$75K Sell
1,539
-344
-18% -$14.8K 0.01% 286
2018
Q2 		$66K Sell
1,883
-524
-22% -$17.8K 0.01% 325
2018
Q1 		$77K Buy
+2,407
New +$72.4K 0.02% 353

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JOYN Advisors's UVE Position: Q1 2019 in Review

JOYN Advisors sold out of Universal Insurance Holdings (UVE) in Q1 2019, closing a stake of 1,353 shares — an estimated $51K sold.

JOYN Advisors first reported a position in UVE in Q1 2018 and held it in 4 quarters. The position peaked at $77K in Q1 2018. 201 funds tracked by Wall St. Rank hold UVE as of Q1 2019.

  • JOYN Advisors reported no remaining Universal Insurance Holdings position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,353 Universal Insurance Holdings shares in Q1 2019, an estimated $51K.
  • JOYN Advisors first reported a position in Universal Insurance Holdings in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Universal Insurance Holdings position peaked at $77K in Q1 2018.
  • 201 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.