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Polaris Wealth Advisory Group’s Universal Insurance Holdings UVE Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-100
Closed -$5K – 439
2018
Q3 		$5K Buy
+100
New +$4.3K ﹤0.01% 453
2018
Q2 		– Sell
-100
Closed -$3K – 424
2018
Q1 		$3K Buy
+100
New +$3.01K ﹤0.01% 429

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polaris Wealth Advisory Group's UVE Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Universal Insurance Holdings (UVE) in Q4 2018, closing a stake of 100 shares — an estimated $5K sold.

Polaris Wealth Advisory Group first reported a position in UVE in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 244 funds tracked by Wall St. Rank hold UVE as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Universal Insurance Holdings position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 100 Universal Insurance Holdings shares in Q4 2018, an estimated $5K.
  • Polaris Wealth Advisory Group first reported a position in Universal Insurance Holdings in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Universal Insurance Holdings position peaked at $5K in Q3 2018.
  • 244 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.