Prelude Capital Management’s Universal Insurance Holdings UVE Stock Holding History

Prelude Capital Management’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
2023 Q4	–	Sell	-13,427	Closed	-$188K	–	1360
2023 Q3	$188K	Buy	+13,427	New	+$189K	0.01%	919
2019 Q1	–	Sell	-35	Closed	-$1K	–	2206
2018 Q4	$1K	Buy	+35	New	+$1.52K	﹤0.01%	1720
2018 Q3	–	Sell	-1,247	Closed	-$44K	–	2051
2018 Q2	$44K	Buy	+1,247	New	+$42.4K	﹤0.01%	1158
2016 Q3	–	Sell	-300	Closed	-$6K	–	1833
2016 Q2	$6K	Sell	300 -13,200	-98%	-$239K	﹤0.01%	1446
2016 Q1	$240K	Buy	13,500 +8,100	+150%	+$150K	0.03%	494
2015 Q4	$125K	Buy	+5,400	New	+$149K	0.02%	733
2015 Q3	–	Sell	-11,364	Closed	-$275K	–	1809
2015 Q2	$275K	Buy	11,364 +8,334	+275%	+$213K	0.04%	481
2015 Q1	$78K	Sell	3,030 -597	-16%	-$14K	0.01%	1115
2014 Q4	$74K	Sell	3,627 -1,373	-27%	-$24K	0.01%	1119
2014 Q3	$65K	Buy	5,000 +3,700	+285%	+$48.3K	0.01%	1289
2014 Q2	$17K	Buy	+1,300	New	+$17.1K	﹤0.01%	1752
2014 Q1	–	Sell	-1,000	Closed	-$14K	–	2118
2013 Q4	$14K	Hold	1,000	–	–	﹤0.01%	1416
2013 Q3	$7K	Buy	+1,000	New	+$7.73K	﹤0.01%	1381

Other funds holding UVE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Prelude Capital Management's UVE Position: Q4 2023 in Review

Prelude Capital Management sold out of Universal Insurance Holdings (UVE) in Q4 2023, closing a stake of 13,427 shares — an estimated $188K sold.

Prelude Capital Management first reported a position in UVE in Q3 2013 and held it in 13 quarters. The position peaked at $275K in Q2 2015. 152 funds tracked by Wall St. Rank hold UVE as of Q4 2023.

Prelude Capital Management reported no remaining Universal Insurance Holdings position as of Q4 2023 after selling out during the quarter.
Prelude Capital Management sold 13,427 Universal Insurance Holdings shares in Q4 2023, an estimated $188K.
Prelude Capital Management first reported a position in Universal Insurance Holdings in Q3 2013 and held it in 13 quarters.
Prelude Capital Management's Universal Insurance Holdings position peaked at $275K in Q2 2015.
152 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2023.

Based on Prelude Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.