Loomis, Sayles & Company
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Loomis, Sayles & Company’s Universal Insurance Holdings UVE Stock Holding History

Loomis, Sayles & Company’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
2017
Q4 		– Sell
-155
Closed -$4K – 940
2017
Q3 		$4K Hold
155
– – ﹤0.01% 864
2017
Q2 		$4K Hold
155
– – ﹤0.01% 881
2017
Q1 		$4K Hold
155
– – ﹤0.01% 889
2016
Q4 		$4K Sell
155
-308
-67% -$7.33K ﹤0.01% 935
2016
Q3 		$12K Buy
463
+77
+20% +$1.73K ﹤0.01% 742
2016
Q2 		$7K Sell
386
-609
-61% -$11K ﹤0.01% 807
2016
Q1 		$18K Sell
995
-293
-23% -$5.43K ﹤0.01% 740
2015
Q4 		$30K Sell
1,288
-169
-12% -$4.65K ﹤0.01% 759
2015
Q3 		$43K Hold
1,457
– – ﹤0.01% 784
2015
Q2 		$35K Buy
+1,457
New +$37.2K ﹤0.01% 728

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
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Loomis, Sayles & Company's UVE Position: Q4 2017 in Review

Loomis, Sayles & Company sold out of Universal Insurance Holdings (UVE) in Q4 2017, closing a stake of 155 shares — an estimated $4K sold.

Loomis, Sayles & Company first reported a position in UVE in Q2 2015 and held it in 10 quarters. The position peaked at $43K in Q3 2015. 175 funds tracked by Wall St. Rank hold UVE as of Q4 2017.

  • Loomis, Sayles & Company reported no remaining Universal Insurance Holdings position as of Q4 2017 after selling out during the quarter.
  • Loomis, Sayles & Company sold 155 Universal Insurance Holdings shares in Q4 2017, an estimated $4K.
  • Loomis, Sayles & Company first reported a position in Universal Insurance Holdings in Q2 2015 and held it in 10 quarters.
  • Loomis, Sayles & Company's Universal Insurance Holdings position peaked at $43K in Q3 2015.
  • 175 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2017.

Based on Loomis, Sayles & Company's 13F filing for Q4 2017, filed 14 Feb 2018.