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Pinnacle Wealth Planning Services’s Universal Insurance Holdings UVE Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-146
Closed -$2K – 1864
2020
Q4 		$2K Buy
+146
New +$2.06K ﹤0.01% 1997

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pinnacle Wealth Planning Services's UVE Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Universal Insurance Holdings (UVE) in Q1 2021, closing a stake of 146 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in UVE in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 132 funds tracked by Wall St. Rank hold UVE as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Universal Insurance Holdings position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 146 Universal Insurance Holdings shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in Universal Insurance Holdings in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Universal Insurance Holdings position peaked at $2K in Q4 2020.
  • 132 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.