Schroder Investment Management Group’s Universal Insurance Holdings UVE Stock Holding History

Schroder Investment Management Group’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 Q1	–	Sell	-5,386	Closed	-$81K	–	1614
2020 Q4	$81K	Buy	+5,386	New	+$75.9K	﹤0.01%	1383
2020 Q3	–	Sell	-50,575	Closed	-$898K	–	1394
2020 Q2	$898K	Buy	50,575 +39,845	+371%	+$705K	﹤0.01%	932
2020 Q1	$189K	Sell	10,730 -2,489	-19%	-$57.1K	﹤0.01%	1114
2019 Q4	$370K	Hold	13,219	–	–	﹤0.01%	1091
2019 Q3	$391K	Sell	13,219 -63,375	-83%	-$1.73M	﹤0.01%	1088
2019 Q2	$2.14M	Sell	76,594 -15,506	-17%	-$454K	﹤0.01%	812
2019 Q1	$2.85M	Sell	92,100 -121,555	-57%	-$4.36M	0.01%	769
2018 Q4	$8.1K	Sell	213,655 -59,815	-22%	-$2.6M	0.01%	600
2018 Q3	$13.3M	Sell	273,470 -181,219	-40%	-$7.79M	0.02%	540
2018 Q2	$15.9M	Sell	454,689 -479,055	-51%	-$16.3M	0.03%	522
2018 Q1	$29.8M	Sell	933,744 -201,023	-18%	-$6.04M	0.05%	374
2017 Q4	$31M	Sell	1,134,767 -86,200	-7%	-$2.16M	0.05%	391
2017 Q3	$28.2M	Sell	1,220,967 -158,600	-11%	-$3.6M	0.05%	402
2017 Q2	$35.6M	Sell	1,379,567 -58,100	-4%	-$1.43M	0.06%	344
2017 Q1	$34.9M	Sell	1,437,667 -147,256	-9%	-$3.85M	0.06%	346
2016 Q4	$45M	Buy	1,584,923 +132,623	+9%	+$3.16M	0.09%	293
2016 Q3	$36.6M	Buy	1,452,300 +205,400	+16%	+$4.61M	0.07%	336
2016 Q2	$23.2M	Buy	1,246,900 +65,200	+6%	+$1.18M	0.05%	428
2016 Q1	$21.2M	Buy	1,181,700 +148,900	+14%	+$2.76M	0.04%	454
2015 Q4	$23.9M	Buy	1,032,800 +484,500	+88%	+$13.3M	0.05%	417
2015 Q3	$16.2M	Sell	548,300 -178,100	-25%	-$4.81M	0.03%	505
2015 Q2	$17.2M	Sell	726,400 -199,700	-22%	-$5.09M	0.03%	510
2015 Q1	$22.7M	Buy	+926,100	New	+$21.8M	0.04%	451
2014 Q4	–	Sell	-942,130	Closed	-$12.2M	–	1481
2014 Q3	$12.2M	Buy	942,130 +50,200	+6%	+$655K	0.02%	624
2014 Q2	$11.6M	Buy	891,930 +176,900	+25%	+$2.33M	0.01%	607
2014 Q1	$9.08M	Buy	715,030 +24,900	+4%	+$317K	0.01%	650
2013 Q4	$9.99M	Buy	690,130 +346,800	+101%	+$3.33M	0.01%	647
2013 Q3	$2.42M	Buy	343,330 +870	+0.3%	+$6.72K	0.01%	887
2013 Q2	$2.42M	Buy	+342,460	New	+$2.22M	0.01%	863

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

SCM

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 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

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

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

Schroder Investment Management Group's UVE Position: Q1 2021 in Review

Schroder Investment Management Group sold out of Universal Insurance Holdings (UVE) in Q1 2021, closing a stake of 5,386 shares — an estimated $81K sold.

Schroder Investment Management Group first reported a position in UVE in Q2 2013 and held it in 29 quarters. The position peaked at $45M in Q4 2016. 132 funds tracked by Wall St. Rank hold UVE as of Q1 2021.

Schroder Investment Management Group reported no remaining Universal Insurance Holdings position as of Q1 2021 after selling out during the quarter.
Schroder Investment Management Group sold 5,386 Universal Insurance Holdings shares in Q1 2021, an estimated $81K.
Schroder Investment Management Group first reported a position in Universal Insurance Holdings in Q2 2013 and held it in 29 quarters.
Schroder Investment Management Group's Universal Insurance Holdings position peaked at $45M in Q4 2016.
132 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2021.

Based on Schroder Investment Management Group's 13F filing for Q1 2021, filed 17 May 2021.