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SG3 Management’s Universal Insurance Holdings UVE Stock Holding History

SG3 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
2022
Q4 		– Sell
-140,300
Closed -$1.38M – 336
2022
Q3 		$1.38M Buy
+140,300
New +$1.68M 0.19% 83
2017
Q4 		– Sell
-144,000
Closed -$3.31M – 202
2017
Q3 		$3.31M Buy
+144,000
New +$3.27M 0.76% 36

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SG3 Management's UVE Position: Q4 2022 in Review

SG3 Management sold out of Universal Insurance Holdings (UVE) in Q4 2022, closing a stake of 27,804 shares — an estimated $283K sold.

SG3 Management first reported a position in UVE in Q3 2022 and held it in 1 quarter. The position peaked at $274K in Q3 2022. 123 funds tracked by Wall St. Rank hold UVE as of Q4 2022.

  • SG3 Management reported no remaining Universal Insurance Holdings position as of Q4 2022 after selling out during the quarter.
  • SG3 Management sold 27,804 Universal Insurance Holdings shares in Q4 2022, an estimated $283K.
  • SG3 Management first reported a position in Universal Insurance Holdings in Q3 2022 and held it in 1 quarter.
  • SG3 Management's Universal Insurance Holdings position peaked at $274K in Q3 2022.
  • 123 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2022.

Based on SG3 Management's 13F filing for Q4 2022, filed 14 Feb 2023.