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Numeric Investors’s Universal Insurance Holdings UVE Stock Holding History

Numeric Investors’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
Q4 		$2.5M Buy
91,435
+70,135
+329% +$1.76M 0.02% 572
2017
Q3 		$490K Buy
21,300
+11,700
+122% +$266K ﹤0.01% 882
2017
Q2 		$242K Buy
+9,600
New +$236K ﹤0.01% 962
2016
Q2 		– Sell
-10,100
Closed -$180K – 1177
2016
Q1 		$180K Sell
10,100
-5,300
-34% -$98.3K ﹤0.01% 932
2015
Q4 		$357K Sell
15,400
-9,300
-38% -$256K ﹤0.01% 816
2015
Q3 		$730K Sell
24,700
-276,043
-92% -$7.46M 0.01% 618
2015
Q2 		$7.28M Sell
300,743
-4,000
-1% -$102K 0.08% 205
2015
Q1 		$7.8M Buy
304,743
+79,900
+36% +$1.88M 0.1% 201
2014
Q4 		$4.6M Sell
224,843
-207,625
-48% -$3.63M 0.06% 236
2014
Q3 		$5.59M Sell
432,468
-228,141
-35% -$2.98M 0.08% 207
2014
Q2 		$8.57M Buy
660,609
+451,032
+215% +$5.93M 0.13% 168
2014
Q1 		$2.66M Sell
209,577
-40,500
-16% -$515K 0.05% 312
2013
Q4 		$3.62M Sell
250,077
-64,004
-20% -$615K 0.06% 270
2013
Q3 		$2.21M Sell
314,081
-589,380
-65% -$4.55M 0.04% 327
2013
Q2 		$6.4M Buy
+903,461
New +$5.86M 0.13% 161

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Numeric Investors's UVE Position: Q4 2017 in Review

Numeric Investors increased its Universal Insurance Holdings (UVE) stake by 329% in Q4 2017, buying an estimated $1.76M and bringing the position to 91,435 shares worth $2.5M. The position accounts for 0.02% of the portfolio, ranked #572.

Numeric Investors first reported a position in UVE in Q2 2013 and has held it in 15 quarters since. The position peaked at $8.57M in Q2 2014. 175 funds tracked by Wall St. Rank hold UVE as of Q4 2017.

  • Numeric Investors held 91,435 shares of Universal Insurance Holdings worth $2.5M as of Q4 2017.
  • Numeric Investors bought 70,135 Universal Insurance Holdings shares in Q4 2017, an estimated $1.76M.
  • Universal Insurance Holdings made up 0.02% of Numeric Investors's portfolio in Q4 2017, its #572 holding.
  • Numeric Investors first reported a position in Universal Insurance Holdings in Q2 2013 and has held it in 15 quarters since.
  • Numeric Investors's Universal Insurance Holdings position peaked at $8.57M in Q2 2014.
  • 175 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.