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Shepherd Kaplan Krochuk’s Universal Insurance Holdings UVE Stock Holding History

Shepherd Kaplan Krochuk’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
2016
Q4 		– Sell
-17,552
Closed -$442K – 347
2016
Q3 		$442K Hold
17,552
– – 0.09% 153
2016
Q2 		$326K Hold
17,552
– – 0.08% 172
2016
Q1 		$312K Sell
17,552
-4,242
-19% -$78.6K 0.1% 159
2015
Q4 		$505K Buy
+21,794
New +$600K 0.13% 118

Other funds holding UVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Shepherd Kaplan Krochuk's UVE Position: Q4 2016 in Review

Shepherd Kaplan Krochuk sold out of Universal Insurance Holdings (UVE) in Q4 2016, closing a stake of 17,552 shares — an estimated $442K sold.

Shepherd Kaplan Krochuk first reported a position in UVE in Q4 2015 and held it in 4 quarters. The position peaked at $505K in Q4 2015. 173 funds tracked by Wall St. Rank hold UVE as of Q4 2016.

  • Shepherd Kaplan Krochuk reported no remaining Universal Insurance Holdings position as of Q4 2016 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 17,552 Universal Insurance Holdings shares in Q4 2016, an estimated $442K.
  • Shepherd Kaplan Krochuk first reported a position in Universal Insurance Holdings in Q4 2015 and held it in 4 quarters.
  • Shepherd Kaplan Krochuk's Universal Insurance Holdings position peaked at $505K in Q4 2015.
  • 173 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2016.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2016, filed 10 Feb 2017.