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Navellier & Associates’s Universal Insurance Holdings UVE Stock Holding History

Navellier & Associates’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
-5,922
Closed -$225K – 272
2018
Q4 		$225K Buy
+5,922
New +$258K 0.04% 199
2016
Q1 		– Sell
-26,511
Closed -$615K – 293
2015
Q4 		$615K Sell
26,511
-2,821
-10% -$77.6K 0.07% 110
2015
Q3 		$866K Sell
29,332
-414
-1% -$11.2K 0.09% 99
2015
Q2 		$720K Buy
+29,746
New +$759K 0.06% 150

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

Navellier & Associates's UVE Position: Q1 2019 in Review

Navellier & Associates sold out of Universal Insurance Holdings (UVE) in Q1 2019, closing a stake of 5,922 shares — an estimated $225K sold.

Navellier & Associates first reported a position in UVE in Q2 2015 and held it in 4 quarters. The position peaked at $866K in Q3 2015. 201 funds tracked by Wall St. Rank hold UVE as of Q1 2019.

  • Navellier & Associates reported no remaining Universal Insurance Holdings position as of Q1 2019 after selling out during the quarter.
  • Navellier & Associates sold 5,922 Universal Insurance Holdings shares in Q1 2019, an estimated $225K.
  • Navellier & Associates first reported a position in Universal Insurance Holdings in Q2 2015 and held it in 4 quarters.
  • Navellier & Associates's Universal Insurance Holdings position peaked at $866K in Q3 2015.
  • 201 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2019.

Based on Navellier & Associates's 13F filing for Q1 2019, filed 15 May 2019.