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

Jupiter 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
2020 Q2	$1.39M	Hold	78,042	–	–	0.02%	267
2020 Q1	$1.4M	Hold	78,042	–	–	0.03%	228
2019 Q4	$2.18M	Sell	78,042 -17,962	-19%	-$520K	0.03%	280
2019 Q3	$2.88M	Sell	96,004 -32,644	-25%	-$892K	0.04%	287
2019 Q2	$3.59M	Buy	128,648 +35,074	+37%	+$1.03M	0.04%	208
2019 Q1	$2.9M	Buy	93,574 +10,127	+12%	+$363K	0.03%	204
2018 Q4	$3.16M	Sell	83,447 -4,845	-5%	-$211K	0.03%	192
2018 Q3	$4.29M	Sell	88,292 -50,795	-37%	-$2.18M	0.03%	195
2018 Q2	$4.88M	Buy	139,087 +55,481	+66%	+$1.89M	0.03%	207
2018 Q1	$2.67M	Buy	83,606 +28,802	+53%	+$866K	0.02%	225
2017 Q4	$1.5M	Sell	54,804 -7,569	-12%	-$190K	0.01%	232
2017 Q3	$1.43M	Sell	62,373 -9,122	-13%	-$207K	0.02%	204
2017 Q2	$1.8M	Buy	71,495 +15,720	+28%	+$387K	0.02%	222
2017 Q1	$1.37M	Buy	55,775 +15,085	+37%	+$395K	0.02%	222
2016 Q4	$1.16M	Buy	+40,690	New	+$969K	0.02%	209
2016 Q3	–	Sell	-21,005	Closed	-$390K	–	458
2016 Q2	$390K	Buy	+21,005	New	+$380K	0.01%	350

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Jupiter Investment Management's UVE Position: Q2 2020 in Review

Jupiter Investment Management held its Universal Insurance Holdings (UVE) position steady in Q2 2020 at 78,042 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #267.

Jupiter Investment Management first reported a position in UVE in Q2 2016 and has held it in 16 quarters since. The position peaked at $4.88M in Q2 2018. 151 funds tracked by Wall St. Rank hold UVE as of Q2 2020.

Jupiter Investment Management held 78,042 shares of Universal Insurance Holdings worth $1.39M as of Q2 2020.
Jupiter Investment Management left its Universal Insurance Holdings share count unchanged in Q2 2020.
Universal Insurance Holdings made up 0.02% of Jupiter Investment Management's portfolio in Q2 2020, its #267 holding.
Jupiter Investment Management first reported a position in Universal Insurance Holdings in Q2 2016 and has held it in 16 quarters since.
Jupiter Investment Management's Universal Insurance Holdings position peaked at $4.88M in Q2 2018.
151 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.