Putnam Investments’s Universal Insurance Holdings UVE Stock Holding History

Putnam Investments’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	$407K	Sell	25,441 -5,724	-18%	-$89.1K	﹤0.01%	992
2023 Q3	$437K	Buy	31,165 +8,884	+40%	+$125K	﹤0.01%	941
2023 Q2	$344K	Buy	22,281 +1,752	+9%	+$29K	﹤0.01%	1054
2023 Q1	$374K	Sell	20,529 -855	-4%	-$12.6K	﹤0.01%	1011
2022 Q4	$226K	Sell	21,384 -11,841	-36%	-$120K	﹤0.01%	1102
2022 Q3	$327K	Sell	33,225 -599	-2%	-$7.17K	﹤0.01%	1050
2022 Q2	$441K	Sell	33,824 -422	-1%	-$5.32K	﹤0.01%	970
2022 Q1	$462K	Buy	+34,246	New	+$513K	﹤0.01%	1022

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

Putnam Investments's UVE Position: Q4 2023 in Review

Putnam Investments reduced its Universal Insurance Holdings (UVE) stake by 18% in Q4 2023, selling an estimated $89.1K and leaving 25,441 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Putnam Investments first reported a position in UVE in Q1 2022 and has held it in 8 quarters since. The position peaked at $462K in Q1 2022. 152 funds tracked by Wall St. Rank hold UVE as of Q4 2023.

Putnam Investments held 25,441 shares of Universal Insurance Holdings worth $407K as of Q4 2023.
Putnam Investments sold 5,724 Universal Insurance Holdings shares in Q4 2023, an estimated $89.1K.
Universal Insurance Holdings made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #992 holding.
Putnam Investments first reported a position in Universal Insurance Holdings in Q1 2022 and has held it in 8 quarters since.
Putnam Investments's Universal Insurance Holdings position peaked at $462K in Q1 2022.
152 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.