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Plante Moran Financial Advisors’s Universal Insurance Holdings UVE Stock Holding History

Plante Moran Financial 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
2021
Q4 		– Sell
-876
Closed -$11K – 1106
2021
Q3 		$11K Buy
+876
New +$12K ﹤0.01% 679

Other funds holding UVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Plante Moran Financial Advisors's UVE Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of Universal Insurance Holdings (UVE) in Q4 2021, closing a stake of 876 shares — an estimated $11K sold.

Plante Moran Financial Advisors first reported a position in UVE in Q3 2021 and held it in 1 quarter. The position peaked at $11K in Q3 2021. 138 funds tracked by Wall St. Rank hold UVE as of Q4 2021.

  • Plante Moran Financial Advisors reported no remaining Universal Insurance Holdings position as of Q4 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 876 Universal Insurance Holdings shares in Q4 2021, an estimated $11K.
  • Plante Moran Financial Advisors first reported a position in Universal Insurance Holdings in Q3 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Universal Insurance Holdings position peaked at $11K in Q3 2021.
  • 138 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.