MPWT
UVE icon

MassMutual Private Wealth & Trust’s Universal Insurance Holdings UVE Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-61
Closed -$2.31K – 999
2018
Q4 		$2.31K Hold
61
– – ﹤0.01% 809
2018
Q3 		$2.96K Hold
61
– – ﹤0.01% 783
2018
Q2 		$2.14K Hold
61
– – ﹤0.01% 867
2018
Q1 		$1.95K Buy
+61
New +$1.83K ﹤0.01% 828

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MassMutual Private Wealth & Trust's UVE Position: Q1 2019 in Review

MassMutual Private Wealth & Trust sold out of Universal Insurance Holdings (UVE) in Q1 2019, closing a stake of 61 shares — an estimated $2.31K sold.

MassMutual Private Wealth & Trust first reported a position in UVE in Q1 2018 and held it in 4 quarters. The position peaked at $2.96K in Q3 2018. 201 funds tracked by Wall St. Rank hold UVE as of Q1 2019.

  • MassMutual Private Wealth & Trust reported no remaining Universal Insurance Holdings position as of Q1 2019 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 61 Universal Insurance Holdings shares in Q1 2019, an estimated $2.31K.
  • MassMutual Private Wealth & Trust first reported a position in Universal Insurance Holdings in Q1 2018 and held it in 4 quarters.
  • MassMutual Private Wealth & Trust's Universal Insurance Holdings position peaked at $2.96K in Q3 2018.
  • 201 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2019, filed 15 May 2019.