Reilly Financial Advisors’s Universal Insurance Holdings UVE Stock Holding History

Reilly Financial 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
2021 Q4	$31K	Hold	1,800	–	–	﹤0.01%	490
2021 Q3	$23K	Hold	1,800	–	–	﹤0.01%	501
2021 Q2	$25K	Hold	1,800	–	–	﹤0.01%	506
2021 Q1	$26K	Hold	1,800	–	–	﹤0.01%	491
2020 Q4	$27K	Hold	1,800	–	–	﹤0.01%	441
2020 Q3	$25K	Sell	1,800 -1,200	-40%	-$21.2K	﹤0.01%	412
2020 Q2	$53K	Hold	3,000	–	–	0.01%	306
2020 Q1	$54K	Hold	3,000	–	–	0.01%	288
2019 Q4	$84K	Hold	3,000	–	–	0.01%	262
2019 Q3	$90K	Buy	+3,000	New	+$81.9K	0.01%	261

Other funds holding UVE

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DSC

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

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

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

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

Reilly Financial Advisors's UVE Position: Q4 2021 in Review

Reilly Financial Advisors held its Universal Insurance Holdings (UVE) position steady in Q4 2021 at 1,800 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Reilly Financial Advisors first reported a position in UVE in Q3 2019 and has held it in 10 quarters since. The position peaked at $90K in Q3 2019. 138 funds tracked by Wall St. Rank hold UVE as of Q4 2021.

Reilly Financial Advisors held 1,800 shares of Universal Insurance Holdings worth $31K as of Q4 2021.
Reilly Financial Advisors left its Universal Insurance Holdings share count unchanged in Q4 2021.
Universal Insurance Holdings made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #490 holding.
Reilly Financial Advisors first reported a position in Universal Insurance Holdings in Q3 2019 and has held it in 10 quarters since.
Reilly Financial Advisors's Universal Insurance Holdings position peaked at $90K in Q3 2019.
138 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.