Panagora Asset Management’s Universal Insurance Holdings UVE Stock Holding History

Panagora Asset 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
2023 Q3	–	Sell	-47,457	Closed	-$732K	–	1311
2023 Q2	$732K	Sell	47,457 -22	-0%	-$365	﹤0.01%	886
2023 Q1	$865K	Buy	47,479 +1,113	+2%	+$16.5K	0.01%	895
2022 Q4	$491K	Sell	46,366 -111,741	-71%	-$1.14M	﹤0.01%	1163
2022 Q3	$1.56M	Buy	158,107 +1,042	+0.7%	+$12.5K	0.01%	689
2022 Q2	$2.05M	Buy	157,065 +39,207	+33%	+$495K	0.01%	628
2022 Q1	$1.59M	Buy	117,858 +29,656	+34%	+$445K	0.01%	752
2021 Q4	$1.5M	Buy	88,202 +21,860	+33%	+$330K	0.01%	754
2021 Q3	$865K	Buy	66,342 +12,838	+24%	+$175K	﹤0.01%	1037
2021 Q2	$743K	Sell	53,504 -50,718	-49%	-$712K	﹤0.01%	1152
2021 Q1	$1.5M	Sell	104,222 -6,913	-6%	-$103K	0.01%	857
2020 Q4	$1.68M	Hold	111,135	–	–	0.01%	764
2020 Q3	$1.54M	Buy	111,135 +1,624	+1%	+$28.7K	0.01%	746
2020 Q2	$1.94M	Buy	109,511 +89,099	+437%	+$1.58M	0.01%	682
2020 Q1	$366K	Sell	20,412 -5,965	-23%	-$137K	﹤0.01%	1251
2019 Q4	$738K	Sell	26,377 -75,054	-74%	-$2.17M	﹤0.01%	1165
2019 Q3	$3.04M	Buy	101,431 +19,843	+24%	+$542K	0.01%	602
2019 Q2	$2.28M	Hold	81,588	–	–	0.01%	767
2019 Q1	$2.53M	Buy	81,588 +73,924	+965%	+$2.65M	0.01%	747
2018 Q4	$291K	Hold	7,664	–	–	﹤0.01%	1500
2018 Q3	$372K	Hold	7,664	–	–	﹤0.01%	1465
2018 Q2	$269K	Sell	7,664 -8,057	-51%	-$274K	﹤0.01%	1560
2018 Q1	$501K	Sell	15,721 -3,871	-20%	-$116K	﹤0.01%	1387
2017 Q4	$536K	Hold	19,592	–	–	﹤0.01%	1347
2017 Q3	$451K	Hold	19,592	–	–	﹤0.01%	1386
2017 Q2	$494K	Sell	19,592 -29,990	-60%	-$737K	﹤0.01%	1358
2017 Q1	$1.22M	Buy	49,582 +10,724	+28%	+$281K	0.01%	1055
2016 Q4	$1.1M	Buy	38,858 +9,641	+33%	+$230K	0.01%	1173
2016 Q3	$736K	Buy	29,217 +21,335	+271%	+$479K	﹤0.01%	1309
2016 Q2	$146K	Hold	7,882	–	–	﹤0.01%	1792
2016 Q1	$140K	Hold	7,882	–	–	﹤0.01%	1771
2015 Q4	$183K	Buy	7,882 +2,649	+51%	+$72.9K	﹤0.01%	1622
2015 Q3	$155K	Buy	5,233 +2,443	+88%	+$66K	﹤0.01%	1683
2015 Q2	$68K	Buy	+2,790	New	+$71.2K	﹤0.01%	2060

Other funds holding UVE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Panagora Asset Management's UVE Position: Q3 2023 in Review

Panagora Asset Management sold out of Universal Insurance Holdings (UVE) in Q3 2023, closing a stake of 47,457 shares — an estimated $732K sold.

Panagora Asset Management first reported a position in UVE in Q2 2015 and held it in 33 quarters. The position peaked at $3.04M in Q3 2019. 144 funds tracked by Wall St. Rank hold UVE as of Q3 2023.

Panagora Asset Management reported no remaining Universal Insurance Holdings position as of Q3 2023 after selling out during the quarter.
Panagora Asset Management sold 47,457 Universal Insurance Holdings shares in Q3 2023, an estimated $732K.
Panagora Asset Management first reported a position in Universal Insurance Holdings in Q2 2015 and held it in 33 quarters.
Panagora Asset Management's Universal Insurance Holdings position peaked at $3.04M in Q3 2019.
144 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2023.

Based on Panagora Asset Management's 13F filing for Q3 2023, filed 31 Oct 2023.