Jupiter Asset Management’s Universal Insurance Holdings UVE Stock Holding History

Jupiter Asset 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
2024 Q1	–	Sell	-13,434	Closed	-$215K	–	537
2023 Q4	$215K	Buy	+13,434	New	+$209K	﹤0.01%	443
2023 Q3	–	Sell	-16,254	Closed	-$250K	–	593
2023 Q2	$250K	Buy	+16,254	New	+$269K	﹤0.01%	487
2021 Q2	–	Sell	-68,853	Closed	-$987K	–	683
2021 Q1	$987K	Hold	68,853	–	–	0.01%	443
2020 Q4	$1.04M	Hold	68,853	–	–	0.01%	461
2020 Q3	$952K	Buy	+68,853	New	+$1.22M	0.01%	467

Other funds holding UVE

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

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Donald Smith & Co New York $5.56B AUM 47.13% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jupiter Asset Management's UVE Position: Q1 2024 in Review

Jupiter Asset Management sold out of Universal Insurance Holdings (UVE) in Q1 2024, closing a stake of 13,434 shares — an estimated $215K sold.

Jupiter Asset Management first reported a position in UVE in Q3 2020 and held it in 5 quarters. The position peaked at $1.04M in Q4 2020. 151 funds tracked by Wall St. Rank hold UVE as of Q1 2024.

Jupiter Asset Management reported no remaining Universal Insurance Holdings position as of Q1 2024 after selling out during the quarter.
Jupiter Asset Management sold 13,434 Universal Insurance Holdings shares in Q1 2024, an estimated $215K.
Jupiter Asset Management first reported a position in Universal Insurance Holdings in Q3 2020 and held it in 5 quarters.
Jupiter Asset Management's Universal Insurance Holdings position peaked at $1.04M in Q4 2020.
151 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2024.

Based on Jupiter Asset Management's 13F filing for Q1 2024, filed 10 May 2024.