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Riverhead Capital Management’s Universal Insurance Holdings UVE Stock Holding History

Riverhead Capital Management’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 		$180K Hold
5,999
– – 0.01% 1174
2019
Q2 		$167K Hold
5,999
– – 0.01% 1206
2019
Q1 		$186K Hold
5,999
– – 0.01% 1155
2018
Q4 		$228K Buy
5,999
+300
+5% +$13.1K 0.01% 1016
2018
Q3 		$277K Buy
5,699
+1,700
+43% +$73.1K 0.01% 1041
2018
Q2 		$140K Hold
3,999
– – 0.01% 1235
2018
Q1 		$128K Buy
3,999
+100
+3% +$3.01K 0.01% 1260
2017
Q4 		$107K Buy
3,899
+700
+22% +$17.6K ﹤0.01% 1321
2017
Q3 		$74K Buy
3,199
+569
+22% +$12.9K ﹤0.01% 1366
2017
Q2 		$66K Buy
2,630
+1,230
+88% +$30.2K ﹤0.01% 1358
2017
Q1 		$34K Sell
1,400
-200
-13% -$5.24K ﹤0.01% 1369
2016
Q4 		$45K Hold
1,600
– – ﹤0.01% 1270
2016
Q3 		$40K Buy
1,600
+412
+35% +$9.24K ﹤0.01% 1253
2016
Q2 		$86K Sell
1,188
-4,887
-80% -$88.3K ﹤0.01% 1212
2016
Q1 		$108K Sell
6,075
-2,025
-25% -$37.5K ﹤0.01% 1329
2015
Q4 		$188K Buy
+8,100
New +$223K ﹤0.01% 1266

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

Riverhead Capital Management's UVE Position: Q3 2019 in Review

Riverhead Capital Management held its Universal Insurance Holdings (UVE) position steady in Q3 2019 at 5,999 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #1174.

Riverhead Capital Management first reported a position in UVE in Q4 2015 and has held it in 16 quarters since. The position peaked at $277K in Q3 2018. 175 funds tracked by Wall St. Rank hold UVE as of Q3 2019.

  • Riverhead Capital Management held 5,999 shares of Universal Insurance Holdings worth $180K as of Q3 2019.
  • Riverhead Capital Management left its Universal Insurance Holdings share count unchanged in Q3 2019.
  • Universal Insurance Holdings made up 0.01% of Riverhead Capital Management's portfolio in Q3 2019, its #1174 holding.
  • Riverhead Capital Management first reported a position in Universal Insurance Holdings in Q4 2015 and has held it in 16 quarters since.
  • Riverhead Capital Management's Universal Insurance Holdings position peaked at $277K in Q3 2018.
  • 175 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2019.

Based on Riverhead Capital Management's 13F filing for Q3 2019, filed 13 Nov 2019.