McIlrath & Eck’s Universal Insurance Holdings UVE Stock Holding History

McIlrath & Eck’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 Q2	–	Sell	-3,000	Closed	-$40K	–	877
2022 Q1	$40K	Buy	3,000 +500	+20%	+$7.5K	0.01%	276
2021 Q4	$43K	Buy	+2,500	New	+$37.8K	0.01%	266
2021 Q3	–	Sell	-2,000	Closed	-$28K	–	839
2021 Q2	$28K	Hold	2,000	–	–	0.01%	330
2021 Q1	$29K	Buy	+2,000	New	+$29.9K	0.01%	281

Other funds holding UVE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

McIlrath & Eck's UVE Position: Q2 2022 in Review

McIlrath & Eck sold out of Universal Insurance Holdings (UVE) in Q2 2022, closing a stake of 3,000 shares — an estimated $40K sold.

McIlrath & Eck first reported a position in UVE in Q1 2021 and held it in 4 quarters. The position peaked at $43K in Q4 2021. 128 funds tracked by Wall St. Rank hold UVE as of Q2 2022.

McIlrath & Eck reported no remaining Universal Insurance Holdings position as of Q2 2022 after selling out during the quarter.
McIlrath & Eck sold 3,000 Universal Insurance Holdings shares in Q2 2022, an estimated $40K.
McIlrath & Eck first reported a position in Universal Insurance Holdings in Q1 2021 and held it in 4 quarters.
McIlrath & Eck's Universal Insurance Holdings position peaked at $43K in Q4 2021.
128 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2022.

Based on McIlrath & Eck's 13F filing for Q2 2022, filed 29 Jul 2022.