Sutton Wealth Advisors’s Universal Insurance Holdings UVE Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-706	Closed	-$7.48K	–	1539
2022 Q4	$7.48K	Buy	+706	New	+$7.18K	﹤0.01%	1032
2022 Q3	–	Sell	-46	Closed	-$551	–	1722
2022 Q2	$599	Sell	46 -5	-10%	-$63	﹤0.01%	1416
2022 Q1	$688	Sell	51 -1,348	-96%	-$20.2K	﹤0.01%	1430
2021 Q4	$23.8K	Hold	1,399	–	–	0.01%	655
2021 Q3	$18.2K	Buy	+1,399	New	+$19.1K	0.01%	720
2020 Q4	–	Sell	-496	Closed	-$6.87K	–	1251
2020 Q3	$6.87K	Sell	496 -497	-50%	-$8.77K	﹤0.01%	835
2020 Q2	$17.6K	Buy	993 +497	+100%	+$8.79K	0.01%	574
2020 Q1	$8.89K	Hold	496	–	–	0.01%	686
2019 Q4	$13.9K	Hold	496	–	–	0.01%	736
2019 Q3	$14.9K	Hold	496	–	–	0.01%	681
2019 Q2	$13.8K	Hold	496	–	–	0.01%	684
2019 Q1	$15.4K	Hold	496	–	–	0.01%	663
2018 Q4	$18.8K	Hold	496	–	–	0.01%	544
2018 Q3	$24.1K	Hold	496	–	–	0.02%	517
2018 Q2	$17.4K	Hold	496	–	–	0.01%	643
2018 Q1	$15.8K	Hold	496	–	–	0.01%	660
2017 Q4	$13.6K	Hold	496	–	–	0.01%	694
2017 Q3	$11.4K	Hold	496	–	–	0.01%	732
2017 Q2	$12.5K	Hold	496	–	–	0.01%	690
2017 Q1	$12.2K	Hold	496	–	–	0.01%	663
2016 Q4	$14.1K	Hold	496	–	–	0.01%	600
2016 Q3	$12.5K	Hold	496	–	–	0.01%	601
2016 Q2	$9.22K	Hold	496	–	–	0.01%	649
2016 Q1	$8.83K	Buy	+496	New	+$9.2K	0.01%	638

Other funds holding UVE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sutton Wealth Advisors's UVE Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Universal Insurance Holdings (UVE) in Q1 2023, closing a stake of 706 shares — an estimated $7.48K sold.

Sutton Wealth Advisors first reported a position in UVE in Q1 2016 and held it in 24 quarters. The position peaked at $24.1K in Q3 2018. 148 funds tracked by Wall St. Rank hold UVE as of Q1 2023.

Sutton Wealth Advisors reported no remaining Universal Insurance Holdings position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 706 Universal Insurance Holdings shares in Q1 2023, an estimated $7.48K.
Sutton Wealth Advisors first reported a position in Universal Insurance Holdings in Q1 2016 and held it in 24 quarters.
Sutton Wealth Advisors's Universal Insurance Holdings position peaked at $24.1K in Q3 2018.
148 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.