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Kingsview Wealth Management’s Universal Insurance Holdings UVE Stock Holding History

Kingsview Wealth 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
2023
Q3 		– Sell
-48,158
Closed -$743K – 1009
2023
Q2 		$743K Buy
+48,158
New +$798K 0.03% 489

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingsview Wealth Management's UVE Position: Q3 2023 in Review

Kingsview Wealth Management sold out of Universal Insurance Holdings (UVE) in Q3 2023, closing a stake of 48,158 shares — an estimated $743K sold.

Kingsview Wealth Management first reported a position in UVE in Q2 2023 and held it in 1 quarter. The position peaked at $743K in Q2 2023. 144 funds tracked by Wall St. Rank hold UVE as of Q3 2023.

  • Kingsview Wealth Management reported no remaining Universal Insurance Holdings position as of Q3 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 48,158 Universal Insurance Holdings shares in Q3 2023, an estimated $743K.
  • Kingsview Wealth Management first reported a position in Universal Insurance Holdings in Q2 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's Universal Insurance Holdings position peaked at $743K in Q2 2023.
  • 144 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.