Massachusetts Financial Services
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Massachusetts Financial Services’s Universal Insurance Holdings UVE Stock Holding History

Massachusetts 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
2022
Q4 		– Sell
-18,303
Closed -$180K – 889
2022
Q3 		$180K Sell
18,303
-166
-0.9% -$1.99K ﹤0.01% 843
2022
Q2 		$241K Buy
18,469
+93
+0.5% +$1.17K ﹤0.01% 839
2022
Q1 		$248K Buy
+18,376
New +$276K ﹤0.01% 852
2020
Q3 		– Sell
-56,368
Closed -$1M – 902
2020
Q2 		$1M Sell
56,368
-1,419
-2% -$25.1K ﹤0.01% 739
2020
Q1 		$1.04M Buy
57,787
+9,146
+19% +$210K ﹤0.01% 736
2019
Q4 		$1.36M Sell
48,641
-5,265
-10% -$152K ﹤0.01% 746
2019
Q3 		$1.62M Buy
53,906
+6,042
+13% +$165K ﹤0.01% 741
2019
Q2 		$1.33M Sell
47,864
-4,625
-9% -$135K ﹤0.01% 770
2019
Q1 		$1.63M Buy
52,489
+1,940
+4% +$69.6K ﹤0.01% 741
2018
Q4 		$1.92M Buy
50,549
+3,934
+8% +$171K ﹤0.01% 709
2018
Q3 		$2.26M Sell
46,615
-108
-0.2% -$4.64K ﹤0.01% 709
2018
Q2 		$1.64M Buy
46,723
+6,398
+16% +$218K ﹤0.01% 726
2018
Q1 		$1.29M Buy
40,325
+1,115
+3% +$33.5K ﹤0.01% 737
2017
Q4 		$1.07M Buy
39,210
+5,076
+15% +$127K ﹤0.01% 757
2017
Q3 		$785K Sell
34,134
-509
-1% -$11.6K ﹤0.01% 777
2017
Q2 		$873K Buy
34,643
+998
+3% +$24.5K ﹤0.01% 776
2017
Q1 		$824K Buy
33,645
+401
+1% +$10.5K ﹤0.01% 774
2016
Q4 		$944K Buy
+33,244
New +$792K ﹤0.01% 768

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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Massachusetts Financial Services's UVE Position: Q4 2022 in Review

Massachusetts Financial Services sold out of Universal Insurance Holdings (UVE) in Q4 2022, closing a stake of 18,303 shares — an estimated $180K sold.

Massachusetts Financial Services first reported a position in UVE in Q4 2016 and held it in 18 quarters. The position peaked at $2.26M in Q3 2018. 123 funds tracked by Wall St. Rank hold UVE as of Q4 2022.

  • Massachusetts Financial Services reported no remaining Universal Insurance Holdings position as of Q4 2022 after selling out during the quarter.
  • Massachusetts Financial Services sold 18,303 Universal Insurance Holdings shares in Q4 2022, an estimated $180K.
  • Massachusetts Financial Services first reported a position in Universal Insurance Holdings in Q4 2016 and held it in 18 quarters.
  • Massachusetts Financial Services's Universal Insurance Holdings position peaked at $2.26M in Q3 2018.
  • 123 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2022.

Based on Massachusetts Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.