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Parkside Financial Bank & Trust’s Universal Insurance Holdings UVE Stock Holding History

Parkside Financial Bank & Trust’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
Q3 		– Sell
-105
Closed -$1K – 1963
2022
Q2 		$1K Hold
105
– – ﹤0.01% 1775
2022
Q1 		$1K Sell
105
-141
-57% -$2.11K ﹤0.01% 1785
2021
Q4 		$4K Hold
246
– – ﹤0.01% 1432
2021
Q3 		$3K Buy
246
+105
+74% +$1.43K ﹤0.01% 1478
2021
Q2 		$2K Buy
+141
New +$1.98K ﹤0.01% 1580
2020
Q4 		– Sell
-69
Closed -$1K – 1683
2020
Q3 		$1K Buy
69
+22
+47% +$388 ﹤0.01% 1440
2020
Q2 		$1K Sell
47
-75
-61% -$1.33K ﹤0.01% 1395
2020
Q1 		$2K Buy
122
+83
+213% +$1.9K ﹤0.01% 1163
2019
Q4 		$1K Buy
+39
New +$1.13K ﹤0.01% 1488
2019
Q3 		– Sell
-38
Closed -$1K – 1658
2019
Q2 		$1K Buy
+38
New +$1.11K ﹤0.01% 1479
2019
Q1 		– Sell
-28
Closed -$1K – 1651
2018
Q4 		$1K Hold
28
– – ﹤0.01% 1337
2018
Q3 		$1K Hold
28
– – ﹤0.01% 1393
2018
Q2 		$1K Hold
28
– – ﹤0.01% 1384
2018
Q1 		$1K Hold
28
– – ﹤0.01% 1306
2017
Q4 		$1K Hold
28
– – ﹤0.01% 1240
2017
Q3 		$1K Buy
28
+9
+47% +$204 ﹤0.01% 1243
2017
Q2 		$0 Buy
19
+11
+138% +$270 ﹤0.01% 1554
2017
Q1 		$0 Sell
8
-10
-56% -$262 ﹤0.01% 1527
2016
Q4 		$1K Buy
+18
New +$429 ﹤0.01% 1227

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 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

Parkside Financial Bank & Trust's UVE Position: Q3 2022 in Review

Parkside Financial Bank & Trust sold out of Universal Insurance Holdings (UVE) in Q3 2022, closing a stake of 105 shares — an estimated $1K sold.

Parkside Financial Bank & Trust first reported a position in UVE in Q4 2016 and held it in 19 quarters. The position peaked at $4K in Q4 2021. 136 funds tracked by Wall St. Rank hold UVE as of Q3 2022.

  • Parkside Financial Bank & Trust reported no remaining Universal Insurance Holdings position as of Q3 2022 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 105 Universal Insurance Holdings shares in Q3 2022, an estimated $1K.
  • Parkside Financial Bank & Trust first reported a position in Universal Insurance Holdings in Q4 2016 and held it in 19 quarters.
  • Parkside Financial Bank & Trust's Universal Insurance Holdings position peaked at $4K in Q4 2021.
  • 136 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2022.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2022, filed 1 Nov 2022.