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MBM Wealth Consultants’s Universal Insurance Holdings UVE Stock Holding History

MBM Wealth Consultants’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
-975
Closed -$17K – 236
2020
Q2 		$17K Hold
975
– – 0.01% 160
2020
Q1 		$17K Hold
975
– – 0.01% 143
2019
Q4 		$27K Hold
975
– – 0.02% 143
2019
Q3 		$29K Hold
975
– – 0.02% 136
2019
Q2 		$27K Sell
975
-215
-18% -$6.29K 0.02% 138
2019
Q1 		$37K Buy
+1,190
New +$42.7K 0.03% 131

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

MBM Wealth Consultants's UVE Position: Q3 2020 in Review

MBM Wealth Consultants sold out of Universal Insurance Holdings (UVE) in Q3 2020, closing a stake of 975 shares — an estimated $17K sold.

MBM Wealth Consultants first reported a position in UVE in Q1 2019 and held it in 6 quarters. The position peaked at $37K in Q1 2019. 140 funds tracked by Wall St. Rank hold UVE as of Q3 2020.

  • MBM Wealth Consultants reported no remaining Universal Insurance Holdings position as of Q3 2020 after selling out during the quarter.
  • MBM Wealth Consultants sold 975 Universal Insurance Holdings shares in Q3 2020, an estimated $17K.
  • MBM Wealth Consultants first reported a position in Universal Insurance Holdings in Q1 2019 and held it in 6 quarters.
  • MBM Wealth Consultants's Universal Insurance Holdings position peaked at $37K in Q1 2019.
  • 140 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2020.

Based on MBM Wealth Consultants's 13F filing for Q3 2020, filed 12 Nov 2020.