SMDAM
UVE icon

Sumitomo Mitsui DS Asset Management’s Universal Insurance Holdings UVE Stock Holding History

Sumitomo Mitsui DS 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
2024
Q1 		– Sell
-399,661
Closed -$6.39M – 799
2023
Q4 		$6.39M Buy
+399,661
New +$6.22M 0.08% 217

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's UVE Position: Q1 2024 in Review

Sumitomo Mitsui DS Asset Management sold out of Universal Insurance Holdings (UVE) in Q1 2024, closing a stake of 399,661 shares — an estimated $6.39M sold.

Sumitomo Mitsui DS Asset Management first reported a position in UVE in Q4 2023 and held it in 1 quarter. The position peaked at $6.39M in Q4 2023. 151 funds tracked by Wall St. Rank hold UVE as of Q1 2024.

  • Sumitomo Mitsui DS Asset Management reported no remaining Universal Insurance Holdings position as of Q1 2024 after selling out during the quarter.
  • Sumitomo Mitsui DS Asset Management sold 399,661 Universal Insurance Holdings shares in Q1 2024, an estimated $6.39M.
  • Sumitomo Mitsui DS Asset Management first reported a position in Universal Insurance Holdings in Q4 2023 and held it in 1 quarter.
  • Sumitomo Mitsui DS Asset Management's Universal Insurance Holdings position peaked at $6.39M in Q4 2023.
  • 151 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2024.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q1 2024, filed 2 May 2024.