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Pinnacle Associates’s Universal Insurance Holdings UVE Stock Holding History

Pinnacle 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
2015
Q4 		– Sell
-23,619
Closed -$698K – 670
2015
Q3 		$698K Sell
23,619
-2,856
-11% -$77.2K 0.02% 413
2015
Q2 		$641K Buy
26,475
+2,650
+11% +$67.6K 0.01% 437
2015
Q1 		$610K Buy
+23,825
New +$560K 0.01% 446

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CRM
Capital Returns Management Rye, New York $38.7M AUM 15.35% 1-Year Est. Return

Pinnacle Associates's UVE Position: Q4 2015 in Review

Pinnacle Associates sold out of Universal Insurance Holdings (UVE) in Q4 2015, closing a stake of 23,619 shares — an estimated $698K sold.

Pinnacle Associates first reported a position in UVE in Q1 2015 and held it in 3 quarters. The position peaked at $698K in Q3 2015. 173 funds tracked by Wall St. Rank hold UVE as of Q4 2015.

  • Pinnacle Associates reported no remaining Universal Insurance Holdings position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Associates sold 23,619 Universal Insurance Holdings shares in Q4 2015, an estimated $698K.
  • Pinnacle Associates first reported a position in Universal Insurance Holdings in Q1 2015 and held it in 3 quarters.
  • Pinnacle Associates's Universal Insurance Holdings position peaked at $698K in Q3 2015.
  • 173 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2015.

Based on Pinnacle Associates's 13F filing for Q4 2015, filed 9 Feb 2016.