SG Americas Securities’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-11,046
| Closed | -$373K | – | 3742 |
|
|
2025
Q4 | $373K | Buy |
11,046
+2,165
| +24% | +$69.1K | ﹤0.01% | 2654 |
|
|
2025
Q3 | $234K | Buy |
8,881
+4,722
| +114% | +$117K | ﹤0.01% | 2655 |
|
|
2025
Q2 | $115K | Sell |
4,159
-13,499
| -76% | -$342K | ﹤0.01% | 2578 |
|
|
2025
Q1 | $418K | Buy |
17,658
+2,851
| +19% | +$58.8K | ﹤0.01% | 1926 |
|
|
2024
Q4 | $312K | Sell |
14,807
-4,657
| -24% | -$97.4K | ﹤0.01% | 1761 |
|
|
2024
Q3 | $431K | Buy |
19,464
+7,090
| +57% | +$143K | ﹤0.01% | 1817 |
|
|
2024
Q2 | $232K | Buy |
12,374
+1,833
| +17% | +$35.6K | ﹤0.01% | 2098 |
|
|
2024
Q1 | $214K | Sell |
10,541
-1,877
| -15% | -$33.8K | ﹤0.01% | 1928 |
|
|
2023
Q4 | $198K | Sell |
12,418
-1,916
| -13% | -$29.8K | ﹤0.01% | 2180 |
|
|
2023
Q3 | $201K | Buy |
+14,334
| New | +$201K | ﹤0.01% | 2316 |
|
|
2023
Q2 | – | Sell |
-17,097
| Closed | -$312K | – | 3205 |
|
|
2023
Q1 | $312K | Buy |
+17,097
| New | +$253K | ﹤0.01% | 2097 |
|
|
2022
Q3 | – | Sell |
-14,404
| Closed | -$188K | – | 3581 |
|
|
2022
Q2 | $188K | Sell |
14,404
-6,141
| -30% | -$77.5K | ﹤0.01% | 2708 |
|
|
2022
Q1 | $277K | Sell |
20,545
-11,481
| -36% | -$172K | ﹤0.01% | 2234 |
|
|
2021
Q4 | $544K | Sell |
32,026
-3,317
| -9% | -$50.1K | ﹤0.01% | 2119 |
|
|
2021
Q3 | $461K | Buy |
+35,343
| New | +$482K | ﹤0.01% | 2584 |
|
|
2021
Q1 | – | Sell |
-16,181
| Closed | -$244K | – | 3578 |
|
|
2020
Q4 | $244K | Buy |
+16,181
| New | +$228K | ﹤0.01% | 2513 |
|
|
2020
Q3 | – | Sell |
-16,840
| Closed | -$299K | – | 3480 |
|
|
2020
Q2 | $299K | Buy |
16,840
+6,335
| +60% | +$112K | ﹤0.01% | 2522 |
|
|
2020
Q1 | $188K | Buy |
10,505
+1,203
| +13% | +$27.6K | ﹤0.01% | 2548 |
|
|
2019
Q4 | $260K | Buy |
9,302
+2,479
| +36% | +$71.7K | ﹤0.01% | 2296 |
|
|
2019
Q3 | $205K | Sell |
6,823
-27,218
| -80% | -$743K | ﹤0.01% | 2341 |
|
|
2019
Q2 | $950K | Buy |
34,041
+16,101
| +90% | +$471K | 0.01% | 1467 |
|
|
2019
Q1 | $556K | Buy |
17,940
+6,202
| +53% | +$222K | 0.01% | 1759 |
|
|
2018
Q4 | $445K | Buy |
11,738
+1,154
| +11% | +$50.2K | ﹤0.01% | 1948 |
|
|
2018
Q3 | $514K | Sell |
10,584
-3,525
| -25% | -$152K | ﹤0.01% | 2101 |
|
|
2018
Q2 | $495K | Buy |
14,109
+6,908
| +96% | +$235K | ﹤0.01% | 2012 |
|
|
2018
Q1 | $230K | Buy |
7,201
+2,250
| +45% | +$67.7K | ﹤0.01% | 2343 |
|
|
2017
Q4 | $135K | Sell |
4,951
-6,023
| -55% | -$151K | ﹤0.01% | 2693 |
|
|
2017
Q3 | $252K | Sell |
10,974
-3,181
| -22% | -$72.2K | ﹤0.01% | 2392 |
|
|
2017
Q2 | $357K | Buy |
14,155
+7,916
| +127% | +$195K | ﹤0.01% | 2062 |
|
|
2017
Q1 | $153K | Sell |
6,239
-1,979
| -24% | -$51.8K | ﹤0.01% | 2643 |
|
|
2016
Q4 | $233K | Sell |
8,218
-648
| -7% | -$15.4K | ﹤0.01% | 2242 |
|
|
2016
Q3 | $223K | Buy |
+8,866
| New | +$199K | ﹤0.01% | 2412 |
|
|
2015
Q4 | – | Sell |
-16,086
| Closed | -$475K | – | 3003 |
|
|
2015
Q3 | $475K | Buy |
+16,086
| New | +$435K | ﹤0.01% | 1086 |
|
|
2015
Q1 | – | Sell |
-6,886
| Closed | -$141K | – | 3076 |
|
|
2014
Q4 | $141K | Buy |
+6,886
| New | +$120K | ﹤0.01% | 2694 |
|
|
2013
Q4 | – | Sell |
-10,638
| Closed | -$75K | – | 3026 |
|
|
2013
Q3 | $75K | Buy |
+10,638
| New | +$82.2K | ﹤0.01% | 2728 |
|
Other funds holding UVE
DSC
VCM
VPM
