MFG
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Magnus Financial Group’s Universal Insurance Holdings UVE Stock Holding History

Magnus Financial Group’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
-13,141
Closed -$233K – 629
2020
Q2 		$233K Buy
+13,141
New +$232K 0.03% 494

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

Magnus Financial Group's UVE Position: Q3 2020 in Review

Magnus Financial Group sold out of Universal Insurance Holdings (UVE) in Q3 2020, closing a stake of 13,141 shares — an estimated $233K sold.

Magnus Financial Group first reported a position in UVE in Q2 2020 and held it in 1 quarter. The position peaked at $233K in Q2 2020. 140 funds tracked by Wall St. Rank hold UVE as of Q3 2020.

  • Magnus Financial Group reported no remaining Universal Insurance Holdings position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 13,141 Universal Insurance Holdings shares in Q3 2020, an estimated $233K.
  • Magnus Financial Group first reported a position in Universal Insurance Holdings in Q2 2020 and held it in 1 quarter.
  • Magnus Financial Group's Universal Insurance Holdings position peaked at $233K in Q2 2020.
  • 140 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.