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Shell Asset Management’s Universal Insurance Holdings UVE Stock Holding History

Shell Asset 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 		– Sell
-39,464
Closed -$1.1M – 1265
2019
Q2 		$1.1M Sell
39,464
-901
-2% -$26.4K 0.02% 508
2019
Q1 		$1.25M Hold
40,365
– – 0.03% 477
2018
Q4 		$1.53M Sell
40,365
-3,400
-8% -$148K 0.04% 382
2018
Q3 		$2.13M Hold
43,765
– – 0.04% 379
2018
Q2 		$1.54M Sell
43,765
-2,343
-5% -$79.7K 0.03% 471
2018
Q1 		$1.47M Hold
46,108
– – 0.03% 488
2017
Q4 		$1.26M Hold
46,108
– – 0.03% 557
2017
Q3 		$1.06M Sell
46,108
-1,100
-2% -$25K 0.02% 593
2017
Q2 		$1.19M Hold
47,208
– – 0.03% 548
2017
Q1 		$1.16M Sell
47,208
-3,303
-7% -$86.5K 0.03% 550
2016
Q4 		$1.44M Sell
50,511
-441
-0.9% -$10.5K 0.03% 504
2016
Q3 		$1.28M Sell
50,952
-2,337
-4% -$52.4K 0.03% 554
2016
Q2 		$990K Buy
+53,289
New +$963K 0.02% 572

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

Shell Asset Management's UVE Position: Q3 2019 in Review

Shell Asset Management sold out of Universal Insurance Holdings (UVE) in Q3 2019, closing a stake of 39,464 shares — an estimated $1.1M sold.

Shell Asset Management first reported a position in UVE in Q2 2016 and held it in 13 quarters. The position peaked at $2.13M in Q3 2018. 175 funds tracked by Wall St. Rank hold UVE as of Q3 2019.

  • Shell Asset Management reported no remaining Universal Insurance Holdings position as of Q3 2019 after selling out during the quarter.
  • Shell Asset Management sold 39,464 Universal Insurance Holdings shares in Q3 2019, an estimated $1.1M.
  • Shell Asset Management first reported a position in Universal Insurance Holdings in Q2 2016 and held it in 13 quarters.
  • Shell Asset Management's Universal Insurance Holdings position peaked at $2.13M in Q3 2018.
  • 175 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2019.

Based on Shell Asset Management's 13F filing for Q3 2019, filed 12 Nov 2019.