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SII Investments’s Universal Insurance Holdings UVE Stock Holding History

SII Investments’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
2018
Q1 		– Sell
-31,951
Closed -$875K – 304
2017
Q4 		$875K Sell
31,951
-49,492
-61% -$1.24M 0.09% 168
2017
Q3 		$1.88M Buy
81,443
+3
+0% +$68 0.11% 153
2017
Q2 		$2.05M Sell
81,440
-1,100
-1% -$27K 0.13% 141
2017
Q1 		$2.03M Sell
82,540
-296
-0.4% -$7.75K 0.14% 126
2016
Q4 		$2.35M Sell
82,836
-1,392
-2% -$33.1K 0.18% 110
2016
Q3 		$2.12M Buy
84,228
+5
+0% +$112 0.16% 111
2016
Q2 		$1.56M Sell
84,223
-1,000
-1% -$18.1K 0.13% 145
2016
Q1 		$1.52M Buy
+85,223
New +$1.58M 0.14% 135
2015
Q4 		– Sell
-75,850
Closed -$2.24M – 540
2015
Q3 		$2.24M Sell
75,850
-1,185
-2% -$32K 0.26% 93
2015
Q2 		$1.86M Buy
77,035
+4,574
+6% +$117K 0.22% 112
2015
Q1 		$1.85M Buy
72,461
+15
+0% +$353 0.22% 111
2014
Q4 		$1.48M Buy
72,446
+13,821
+24% +$241K 0.2% 127
2014
Q3 		$760K Hold
58,625
– – 0.1% 199
2014
Q2 		$761K Buy
+58,625
New +$771K 0.11% 202

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SII Investments's UVE Position: Q1 2018 in Review

SII Investments sold out of Universal Insurance Holdings (UVE) in Q1 2018, closing a stake of 31,951 shares — an estimated $875K sold.

SII Investments first reported a position in UVE in Q2 2014 and held it in 14 quarters. The position peaked at $2.35M in Q4 2016. 205 funds tracked by Wall St. Rank hold UVE as of Q1 2018.

  • SII Investments reported no remaining Universal Insurance Holdings position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 31,951 Universal Insurance Holdings shares in Q1 2018, an estimated $875K.
  • SII Investments first reported a position in Universal Insurance Holdings in Q2 2014 and held it in 14 quarters.
  • SII Investments's Universal Insurance Holdings position peaked at $2.35M in Q4 2016.
  • 205 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.