RWA
UVE icon

Redmont Wealth Advisors’s Universal Insurance Holdings UVE Stock Holding History

Redmont Wealth 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
2022
Q4 		– Sell
-19,394
Closed -$191K – 111
2022
Q3 		$191K Sell
19,394
-11,427
-37% -$137K 0.25% 94
2022
Q2 		$402K Buy
30,821
+6,300
+26% +$79.5K 0.49% 47
2022
Q1 		$331K Buy
+24,521
New +$368K 0.35% 69

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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Redmont Wealth Advisors's UVE Position: Q4 2022 in Review

Redmont Wealth Advisors sold out of Universal Insurance Holdings (UVE) in Q4 2022, closing a stake of 19,394 shares — an estimated $191K sold.

Redmont Wealth Advisors first reported a position in UVE in Q1 2022 and held it in 3 quarters. The position peaked at $402K in Q2 2022. 123 funds tracked by Wall St. Rank hold UVE as of Q4 2022.

  • Redmont Wealth Advisors reported no remaining Universal Insurance Holdings position as of Q4 2022 after selling out during the quarter.
  • Redmont Wealth Advisors sold 19,394 Universal Insurance Holdings shares in Q4 2022, an estimated $191K.
  • Redmont Wealth Advisors first reported a position in Universal Insurance Holdings in Q1 2022 and held it in 3 quarters.
  • Redmont Wealth Advisors's Universal Insurance Holdings position peaked at $402K in Q2 2022.
  • 123 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2022.

Based on Redmont Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.