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Private Capital Group’s Universal Insurance Holdings UVE Stock Holding History

Private Capital 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
2019
Q3 		– Sell
-1,543
Closed -$54K – 2454
2019
Q2 		$54K Buy
1,543
+86
+6% +$2.52K 0.01% 633
2019
Q1 		$45K Hold
1,457
– – 0.01% 830
2018
Q4 		$55K Hold
1,457
– – 0.01% 609
2018
Q3 		$70K Sell
1,457
-86
-6% -$3.7K 0.01% 570
2018
Q2 		$54K Sell
1,543
-78
-5% -$2.65K 0.01% 663
2018
Q1 		$52K Buy
+1,621
New +$48.7K 0.01% 663

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Private Capital Group's UVE Position: Q3 2019 in Review

Private Capital Group sold out of Universal Insurance Holdings (UVE) in Q3 2019, closing a stake of 1,543 shares — an estimated $54K sold.

Private Capital Group first reported a position in UVE in Q1 2018 and held it in 6 quarters. The position peaked at $70K in Q3 2018. 175 funds tracked by Wall St. Rank hold UVE as of Q3 2019.

  • Private Capital Group reported no remaining Universal Insurance Holdings position as of Q3 2019 after selling out during the quarter.
  • Private Capital Group sold 1,543 Universal Insurance Holdings shares in Q3 2019, an estimated $54K.
  • Private Capital Group first reported a position in Universal Insurance Holdings in Q1 2018 and held it in 6 quarters.
  • Private Capital Group's Universal Insurance Holdings position peaked at $70K in Q3 2018.
  • 175 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2019.

Based on Private Capital Group's 13F filing for Q3 2019, filed 13 Nov 2019.