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Koch Industries’s Universal Insurance Holdings UVE Stock Holding History

Koch Industries’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
2018
Q1 		– Sell
-8,286
Closed -$227K – 981
2017
Q4 		$227K Buy
+8,286
New +$208K 0.03% 578

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Koch Industries's UVE Position: Q1 2018 in Review

Koch Industries sold out of Universal Insurance Holdings (UVE) in Q1 2018, closing a stake of 8,286 shares — an estimated $227K sold.

Koch Industries first reported a position in UVE in Q4 2017 and held it in 1 quarter. The position peaked at $227K in Q4 2017. 205 funds tracked by Wall St. Rank hold UVE as of Q1 2018.

  • Koch Industries reported no remaining Universal Insurance Holdings position as of Q1 2018 after selling out during the quarter.
  • Koch Industries sold 8,286 Universal Insurance Holdings shares in Q1 2018, an estimated $227K.
  • Koch Industries first reported a position in Universal Insurance Holdings in Q4 2017 and held it in 1 quarter.
  • Koch Industries's Universal Insurance Holdings position peaked at $227K in Q4 2017.
  • 205 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2018.

Based on Koch Industries's 13F filing for Q1 2018, filed 14 May 2018.