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McKinley Capital Management’s Universal Insurance Holdings UVE Stock Holding History

McKinley Capital Management’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
2017
Q1 		– Sell
-115,253
Closed -$3.27M – 551
2016
Q4 		$3.27M Sell
115,253
-92,297
-44% -$2.2M 0.13% 129
2016
Q3 		$5.23M Buy
207,550
+36
+0% +$808 0.19% 125
2016
Q2 		$3.86M Buy
+207,514
New +$3.75M 0.19% 138
2015
Q1 		– Sell
-214,251
Closed -$4.38M – 353
2014
Q4 		$4.38M Buy
+214,251
New +$3.74M 0.18% 138

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McKinley Capital Management's UVE Position: Q1 2017 in Review

McKinley Capital Management sold out of Universal Insurance Holdings (UVE) in Q1 2017, closing a stake of 115,253 shares — an estimated $3.27M sold.

McKinley Capital Management first reported a position in UVE in Q4 2014 and held it in 4 quarters. The position peaked at $5.23M in Q3 2016. 168 funds tracked by Wall St. Rank hold UVE as of Q1 2017.

  • McKinley Capital Management reported no remaining Universal Insurance Holdings position as of Q1 2017 after selling out during the quarter.
  • McKinley Capital Management sold 115,253 Universal Insurance Holdings shares in Q1 2017, an estimated $3.27M.
  • McKinley Capital Management first reported a position in Universal Insurance Holdings in Q4 2014 and held it in 4 quarters.
  • McKinley Capital Management's Universal Insurance Holdings position peaked at $5.23M in Q3 2016.
  • 168 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2017.

Based on McKinley Capital Management's 13F filing for Q1 2017, filed 10 May 2017.