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OFI Advisors’s Universal Insurance Holdings UVE Stock Holding History

OFI Advisors’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
2015
Q3 		$276K Sell
9,341
-1,472
-14% -$39.8K 0.02% 1037
2015
Q2 		$262K Buy
10,813
+1,714
+19% +$43.7K 0.02% 1109
2015
Q1 		$233K Buy
9,099
+762
+9% +$17.9K 0.01% 1168
2014
Q4 		$170K Sell
8,337
-2,802
-25% -$48.9K 0.01% 1294
2014
Q3 		$144K Buy
11,139
+407
+4% +$5.31K 0.01% 1320
2014
Q2 		$139K Sell
10,732
-283
-3% -$3.72K 0.01% 1334
2014
Q1 		$140K Buy
11,015
+8,892
+419% +$113K 0.01% 1293
2013
Q4 		$31K Buy
2,123
+72
+4% +$692 ﹤0.01% 1636
2013
Q3 		$14K Sell
2,051
-11
-0.5% -$85 ﹤0.01% 1687
2013
Q2 		$15K Buy
+2,062
New +$13.4K ﹤0.01% 1661

Other funds holding UVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OFI Advisors's UVE Position: Q3 2015 in Review

OFI Advisors reduced its Universal Insurance Holdings (UVE) stake by 14% in Q3 2015, selling an estimated $39.8K and leaving 9,341 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #1037.

OFI Advisors first reported a position in UVE in Q2 2013 and has held it in 10 quarters since. 176 funds tracked by Wall St. Rank hold UVE as of Q3 2015.

  • OFI Advisors held 9,341 shares of Universal Insurance Holdings worth $276K as of Q3 2015.
  • OFI Advisors sold 1,472 Universal Insurance Holdings shares in Q3 2015, an estimated $39.8K.
  • Universal Insurance Holdings made up 0.02% of OFI Advisors's portfolio in Q3 2015, its #1037 holding.
  • OFI Advisors first reported a position in Universal Insurance Holdings in Q2 2013 and has held it in 10 quarters since.
  • 176 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.