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Steward Partners Investment Advisory’s Universal Insurance Holdings UVE Stock Holding History

Steward Partners Investment Advisory’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
2020
Q4 		– Sell
-200
Closed -$3K – 3001
2020
Q3 		$3K Buy
200
+190
+1,900% +$3.35K ﹤0.01% 2530
2020
Q2 		$0 Buy
+10
New +$177 ﹤0.01% 2754

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
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Steward Partners Investment Advisory's UVE Position: Q4 2020 in Review

Steward Partners Investment Advisory sold out of Universal Insurance Holdings (UVE) in Q4 2020, closing a stake of 200 shares — an estimated $3K sold.

Steward Partners Investment Advisory first reported a position in UVE in Q2 2020 and held it in 2 quarters. The position peaked at $3K in Q3 2020. 136 funds tracked by Wall St. Rank hold UVE as of Q4 2020.

  • Steward Partners Investment Advisory reported no remaining Universal Insurance Holdings position as of Q4 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 200 Universal Insurance Holdings shares in Q4 2020, an estimated $3K.
  • Steward Partners Investment Advisory first reported a position in Universal Insurance Holdings in Q2 2020 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Universal Insurance Holdings position peaked at $3K in Q3 2020.
  • 136 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2020, filed 11 Feb 2021.