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LS Investment Advisors’s Universal Insurance Holdings UVE Stock Holding History

LS Investment Advisors’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
Q3 		– Sell
-982
Closed -$17K – 1434
2020
Q2 		$17K Hold
982
– – ﹤0.01% 1438
2020
Q1 		$18K Hold
982
– – ﹤0.01% 1397
2019
Q4 		$27K Sell
982
-2,370
-71% -$68.5K ﹤0.01% 1474
2019
Q3 		$101K Hold
3,352
– – 0.01% 1065
2019
Q2 		$94K Hold
3,352
– – 0.01% 1098
2019
Q1 		$104K Buy
3,352
+144
+4% +$5.17K 0.01% 1080
2018
Q4 		$122K Buy
3,208
+2,226
+227% +$96.9K 0.01% 964
2018
Q3 		$48K Hold
982
– – ﹤0.01% 1340
2018
Q2 		$34K Hold
982
– – ﹤0.01% 1442
2018
Q1 		$31K Buy
982
+93
+10% +$2.8K ﹤0.01% 1446
2017
Q4 		$24K Sell
889
-5,818
-87% -$146K ﹤0.01% 1520
2017
Q3 		$154K Buy
6,707
+1,655
+33% +$37.6K 0.01% 1037
2017
Q2 		$127K Sell
5,052
-53
-1% -$1.3K 0.01% 1062
2017
Q1 		$125K Buy
5,105
+3,925
+333% +$103K 0.01% 1047
2016
Q4 		$34K Hold
1,180
– – ﹤0.01% 1399
2016
Q3 		$30K Buy
1,180
+108
+10% +$2.42K ﹤0.01% 1407
2016
Q2 		$20K Buy
1,072
+66
+7% +$1.19K ﹤0.01% 1501
2016
Q1 		$18K Hold
1,006
– – ﹤0.01% 1513
2015
Q4 		$23K Hold
1,006
– – ﹤0.01% 1444
2015
Q3 		$30K Hold
1,006
– – ﹤0.01% 1346
2015
Q2 		$24K Buy
+1,006
New +$25.7K ﹤0.01% 1464

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

LS Investment Advisors's UVE Position: Q3 2020 in Review

LS Investment Advisors sold out of Universal Insurance Holdings (UVE) in Q3 2020, closing a stake of 982 shares — an estimated $17K sold.

LS Investment Advisors first reported a position in UVE in Q2 2015 and held it in 21 quarters. The position peaked at $154K in Q3 2017. 140 funds tracked by Wall St. Rank hold UVE as of Q3 2020.

  • LS Investment Advisors reported no remaining Universal Insurance Holdings position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 982 Universal Insurance Holdings shares in Q3 2020, an estimated $17K.
  • LS Investment Advisors first reported a position in Universal Insurance Holdings in Q2 2015 and held it in 21 quarters.
  • LS Investment Advisors's Universal Insurance Holdings position peaked at $154K in Q3 2017.
  • 140 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.