Stifel Financial
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Stifel Financial’s Universal Insurance Holdings UVE Stock Holding History

Stifel Financial’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
Q2 		– Sell
-9,293
Closed -$288K – 3052
2019
Q1 		$288K Sell
9,293
-3,116
-25% -$112K ﹤0.01% 2394
2018
Q4 		$474K Sell
12,409
-6,866
-36% -$299K ﹤0.01% 1960
2018
Q3 		$935K Sell
19,275
-1,205
-6% -$51.8K ﹤0.01% 1714
2018
Q2 		$723K Sell
20,480
-21,112
-51% -$718K ﹤0.01% 1823
2018
Q1 		$1.32M Buy
41,592
+2,510
+6% +$75.5K ﹤0.01% 1395
2017
Q4 		$1.07M Sell
39,082
-43,862
-53% -$1.1M ﹤0.01% 1486
2017
Q3 		$1.92M Buy
82,944
+58,660
+242% +$1.33M 0.01% 1150
2017
Q2 		$620K Sell
24,284
-46,377
-66% -$1.14M ﹤0.01% 1752
2017
Q1 		$1.73M Buy
70,661
+53,871
+321% +$1.41M 0.01% 1145
2016
Q4 		$482K Buy
16,790
+481
+3% +$11.5K ﹤0.01% 1797
2016
Q3 		$412K Sell
16,309
-6,114
-27% -$137K ﹤0.01% 1825
2016
Q2 		$417K Sell
22,423
-30,387
-58% -$549K ﹤0.01% 1867
2016
Q1 		$940K Buy
52,810
+33,590
+175% +$623K 0.01% 1261
2015
Q4 		$445K Buy
+19,220
New +$529K ﹤0.01% 1726
2014
Q3 		– Sell
-21,072
Closed -$273K – 2327
2014
Q2 		$273K Sell
21,072
-2,446
-10% -$32.2K ﹤0.01% 1827
2014
Q1 		$299K Buy
+23,518
New +$299K ﹤0.01% 1720

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stifel Financial's UVE Position: Q2 2019 in Review

Stifel Financial sold out of Universal Insurance Holdings (UVE) in Q2 2019, closing a stake of 9,293 shares — an estimated $288K sold.

Stifel Financial first reported a position in UVE in Q1 2014 and held it in 16 quarters. The position peaked at $1.92M in Q3 2017. 177 funds tracked by Wall St. Rank hold UVE as of Q2 2019.

  • Stifel Financial reported no remaining Universal Insurance Holdings position as of Q2 2019 after selling out during the quarter.
  • Stifel Financial sold 9,293 Universal Insurance Holdings shares in Q2 2019, an estimated $288K.
  • Stifel Financial first reported a position in Universal Insurance Holdings in Q1 2014 and held it in 16 quarters.
  • Stifel Financial's Universal Insurance Holdings position peaked at $1.92M in Q3 2017.
  • 177 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2019.

Based on Stifel Financial's 13F filing for Q2 2019, filed 14 Aug 2019.