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Sun Life Financial’s Universal Insurance Holdings UVE Stock Holding History

Sun Life 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
Q4 		– Sell
-5,447
Closed -$163K – 578
2019
Q3 		$163K Buy
5,447
+31
+0.6% +$847 0.04% 202
2019
Q2 		$151K Sell
5,416
-1,451
-21% -$42.5K 0.04% 204
2019
Q1 		$213K Buy
6,867
+37
+0.5% +$1.33K 0.05% 188
2018
Q4 		$259K Buy
6,830
+34
+0.5% +$1.48K 0.05% 162
2018
Q3 		$330K Buy
6,796
+42
+0.6% +$1.8K 0.06% 172
2018
Q2 		$237K Buy
+6,754
New +$230K 0.03% 197

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
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

Sun Life Financial's UVE Position: Q4 2019 in Review

Sun Life Financial sold out of Universal Insurance Holdings (UVE) in Q4 2019, closing a stake of 5,447 shares — an estimated $163K sold.

Sun Life Financial first reported a position in UVE in Q2 2018 and held it in 6 quarters. The position peaked at $330K in Q3 2018. 162 funds tracked by Wall St. Rank hold UVE as of Q4 2019.

  • Sun Life Financial reported no remaining Universal Insurance Holdings position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 5,447 Universal Insurance Holdings shares in Q4 2019, an estimated $163K.
  • Sun Life Financial first reported a position in Universal Insurance Holdings in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's Universal Insurance Holdings position peaked at $330K in Q3 2018.
  • 162 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.