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Ridgewood Investments’s Universal Insurance Holdings UVE Stock Holding History

Ridgewood 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
2024
Q3 		– Sell
-58
Closed -$1.08K – 804
2024
Q2 		$1.08K Buy
+58
New +$1.13K ﹤0.01% 699
2023
Q3 		– Sell
-58
Closed -$892 – 736
2023
Q2 		$892 Hold
58
– – ﹤0.01% 747
2023
Q1 		$1.05K Buy
+58
New +$858 ﹤0.01% 737

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ridgewood Investments's UVE Position: Q3 2024 in Review

Ridgewood Investments sold out of Universal Insurance Holdings (UVE) in Q3 2024, closing a stake of 58 shares — an estimated $1.08K sold.

Ridgewood Investments first reported a position in UVE in Q1 2023 and held it in 3 quarters. The position peaked at $1.08K in Q2 2024. 173 funds tracked by Wall St. Rank hold UVE as of Q3 2024.

  • Ridgewood Investments reported no remaining Universal Insurance Holdings position as of Q3 2024 after selling out during the quarter.
  • Ridgewood Investments sold 58 Universal Insurance Holdings shares in Q3 2024, an estimated $1.08K.
  • Ridgewood Investments first reported a position in Universal Insurance Holdings in Q1 2023 and held it in 3 quarters.
  • Ridgewood Investments's Universal Insurance Holdings position peaked at $1.08K in Q2 2024.
  • 173 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2024.

Based on Ridgewood Investments's 13F filing for Q3 2024, filed 4 Oct 2024.