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Ladenburg Thalmann Financial Services’s Universal Insurance Holdings UVE Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$11K Buy
363
+100
+38% +$2.89K ﹤0.01% 4457
2019
Q3 		$8K Buy
263
+50
+23% +$1.37K ﹤0.01% 4505
2019
Q2 		$6K Sell
213
-1,229
-85% -$36K ﹤0.01% 4661
2019
Q1 		$46K Sell
1,442
-21,500
-94% -$771K ﹤0.01% 3462
2018
Q4 		$870K Buy
22,942
+11,428
+99% +$497K 0.01% 1142
2018
Q3 		$559K Buy
11,514
+9,946
+634% +$427K ﹤0.01% 1514
2018
Q2 		$50K Hold
1,568
– – ﹤0.01% 3254
2018
Q1 		$50K Buy
1,568
+1,067
+213% +$32.1K ﹤0.01% 3254
2017
Q4 		$14K Sell
501
-105
-17% -$2.64K ﹤0.01% 4006
2017
Q3 		$14K Sell
606
-54
-8% -$1.23K ﹤0.01% 3903
2017
Q2 		$17K Sell
660
-200
-23% -$4.92K ﹤0.01% 3711
2017
Q1 		$21K Buy
860
+54
+7% +$1.41K ﹤0.01% 3536
2016
Q4 		$23K Sell
806
-2,172
-73% -$51.7K ﹤0.01% 3407
2016
Q3 		$75K Buy
2,978
+48
+2% +$1.08K ﹤0.01% 2465
2016
Q2 		$54K Buy
2,930
+149
+5% +$2.69K ﹤0.01% 2622
2016
Q1 		$50K Sell
2,781
-8,933
-76% -$166K ﹤0.01% 2596
2015
Q4 		$272K Buy
11,714
+6,475
+124% +$178K 0.01% 1370
2015
Q3 		$155K Buy
5,239
+1,503
+40% +$40.6K ﹤0.01% 1675
2015
Q2 		$90K Buy
3,736
+334
+10% +$8.52K ﹤0.01% 2174
2015
Q1 		$87K Buy
3,402
+2,243
+194% +$52.7K ﹤0.01% 2167
2014
Q4 		$24K Buy
1,159
+673
+138% +$11.8K ﹤0.01% 2877
2014
Q3 		$6K Hold
486
– – ﹤0.01% 3341
2014
Q2 		$6K Buy
+486
New +$6.39K ﹤0.01% 3323

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
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UVE Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Universal Insurance Holdings (UVE) stake by 38% in Q4 2019, buying an estimated $2.89K and bringing the position to 363 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #4457.

Ladenburg Thalmann Financial Services first reported a position in UVE in Q2 2014 and has held it in 23 quarters since. The position peaked at $870K in Q4 2018. 162 funds tracked by Wall St. Rank hold UVE as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 363 shares of Universal Insurance Holdings worth $11K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 100 Universal Insurance Holdings shares in Q4 2019, an estimated $2.89K.
  • Universal Insurance Holdings made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4457 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Universal Insurance Holdings in Q2 2014 and has held it in 23 quarters since.
  • Ladenburg Thalmann Financial Services's Universal Insurance Holdings position peaked at $870K in Q4 2018.
  • 162 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.