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Sageworth Trust Company of South Dakota’s Universal Insurance Holdings UVE Stock Holding History

Sageworth Trust Company of South Dakota’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
Q3 		– Sell
-15
Closed – – 631
2022
Q2 		$0 Hold
15
– – ﹤0.01% 684
2022
Q1 		$0 Sell
15
-73
-83% -$1.09K ﹤0.01% 692
2021
Q4 		$1K Buy
+88
New +$1.33K ﹤0.01% 697

Other funds holding UVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sageworth Trust Company of South Dakota's UVE Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Universal Insurance Holdings (UVE) in Q3 2022, closing a stake of 15 shares.

Sageworth Trust Company of South Dakota first reported a position in UVE in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 136 funds tracked by Wall St. Rank hold UVE as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Universal Insurance Holdings position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 15 Universal Insurance Holdings shares in Q3 2022.
  • Sageworth Trust Company of South Dakota first reported a position in Universal Insurance Holdings in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Universal Insurance Holdings position peaked at $1K in Q4 2021.
  • 136 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.