MOACM
UVE icon

Mutual of America Capital Management’s Universal Insurance Holdings UVE Stock Holding History

Mutual of America 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
2022
Q4 		– Sell
-5,500
Closed -$54K – 1583
2022
Q3 		$54K Buy
5,500
+823
+18% +$9.85K ﹤0.01% 1600
2022
Q2 		$61K Buy
4,677
+635
+16% +$8.01K ﹤0.01% 1582
2022
Q1 		$55K Buy
4,042
+210
+5% +$3.15K ﹤0.01% 1605
2021
Q4 		$65K Buy
3,832
+80
+2% +$1.21K ﹤0.01% 1599
2021
Q3 		$49K Sell
3,752
-287
-7% -$3.92K ﹤0.01% 1620
2021
Q2 		$56K Buy
4,039
+247
+7% +$3.47K ﹤0.01% 1632
2021
Q1 		$54K Buy
3,792
+226
+6% +$3.38K ﹤0.01% 1627
2020
Q4 		$54K Buy
3,566
+79
+2% +$1.11K ﹤0.01% 1591
2020
Q3 		$48K Buy
3,487
+2,043
+141% +$36.1K ﹤0.01% 1556
2020
Q2 		$26K Buy
1,444
+124
+9% +$2.19K ﹤0.01% 1505
2020
Q1 		$24K Buy
1,320
+228
+21% +$5.23K ﹤0.01% 1455
2019
Q4 		$31K Sell
1,092
-74
-6% -$2.14K ﹤0.01% 1471
2019
Q3 		$35K Buy
1,166
+25
+2% +$683 ﹤0.01% 1439
2019
Q2 		$32K Buy
1,141
+220
+24% +$6.44K ﹤0.01% 1459
2019
Q1 		$29K Buy
921
+123
+15% +$4.41K ﹤0.01% 1436
2018
Q4 		$30K Buy
798
+190
+31% +$8.27K ﹤0.01% 1369
2018
Q3 		$30K Buy
608
+488
+407% +$21K ﹤0.01% 1370
2018
Q2 		$4K Buy
+120
New +$4.08K ﹤0.01% 1475

Other funds holding UVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $5.65B AUM 47.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 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

Mutual of America Capital Management's UVE Position: Q4 2022 in Review

Mutual of America Capital Management sold out of Universal Insurance Holdings (UVE) in Q4 2022, closing a stake of 5,500 shares — an estimated $54K sold.

Mutual of America Capital Management first reported a position in UVE in Q2 2018 and held it in 18 quarters. The position peaked at $65K in Q4 2021. 123 funds tracked by Wall St. Rank hold UVE as of Q4 2022.

  • Mutual of America Capital Management reported no remaining Universal Insurance Holdings position as of Q4 2022 after selling out during the quarter.
  • Mutual of America Capital Management sold 5,500 Universal Insurance Holdings shares in Q4 2022, an estimated $54K.
  • Mutual of America Capital Management first reported a position in Universal Insurance Holdings in Q2 2018 and held it in 18 quarters.
  • Mutual of America Capital Management's Universal Insurance Holdings position peaked at $65K in Q4 2021.
  • 123 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2022.

Based on Mutual of America Capital Management's 13F filing for Q4 2022, filed 10 Feb 2023.