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Summit Trail Advisors’s Universal Insurance Holdings UVE Stock Holding History

Summit Trail Advisors’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
-26
Closed -$1K – 1607
2017
Q4 		$1K Buy
+26
New +$653 ﹤0.01% 1878

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

Summit Trail Advisors's UVE Position: Q1 2018 in Review

Summit Trail Advisors sold out of Universal Insurance Holdings (UVE) in Q1 2018, closing a stake of 26 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in UVE in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 205 funds tracked by Wall St. Rank hold UVE as of Q1 2018.

  • Summit Trail Advisors reported no remaining Universal Insurance Holdings position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 26 Universal Insurance Holdings shares in Q1 2018, an estimated $1K.
  • Summit Trail Advisors first reported a position in Universal Insurance Holdings in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Universal Insurance Holdings position peaked at $1K in Q4 2017.
  • 205 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.