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Systematic Financial Management’s Universal Insurance Holdings UVE Stock Holding History

Systematic Financial 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
2020
Q2 		– Sell
-20,430
Closed -$366K – 546
2020
Q1 		$366K Buy
+20,430
New +$469K 0.02% 247
2018
Q4 		– Sell
-31,575
Closed -$1.53M – 689
2018
Q3 		$1.53M Sell
31,575
-9,750
-24% -$419K 0.04% 323
2018
Q2 		$1.45M Sell
41,325
-3,170
-7% -$108K 0.04% 362
2018
Q1 		$1.42M Sell
44,495
-15,035
-25% -$452K 0.03% 378
2017
Q4 		$1.63M Sell
59,530
-14,720
-20% -$370K 0.03% 324
2017
Q3 		$1.71M Buy
+74,250
New +$1.69M 0.03% 302
2017
Q2 		– Sell
-65,075
Closed -$1.59M – 695
2017
Q1 		$1.59M Buy
+65,075
New +$1.7M 0.03% 497
2016
Q4 		– Sell
-268,540
Closed -$6.77M – 673
2016
Q3 		$6.77M Sell
268,540
-2,290
-0.8% -$51.4K 0.09% 231
2016
Q2 		$5.03M Sell
270,830
-290
-0.1% -$5.24K 0.07% 251
2016
Q1 		$4.83M Sell
271,120
-635
-0.2% -$11.8K 0.06% 261
2015
Q4 		$6.3M Buy
271,755
+36,925
+16% +$1.02M 0.07% 252
2015
Q3 		$6.94M Buy
234,830
+13,720
+6% +$371K 0.07% 264
2015
Q2 		$5.35M Sell
221,110
-33,100
-13% -$844K 0.05% 319
2015
Q1 		$6.5M Sell
254,210
-106,715
-30% -$2.51M 0.05% 319
2014
Q4 		$7.38M Sell
360,925
-192,350
-35% -$3.36M 0.05% 309
2014
Q3 		$7.15M Buy
553,275
+2,400
+0.4% +$31.3K 0.05% 306
2014
Q2 		$7.14M Sell
550,875
-1,025
-0.2% -$13.5K 0.05% 315
2014
Q1 		$7.01M Buy
551,900
+355,525
+181% +$4.52M 0.05% 313
2013
Q4 		$2.84M Buy
+196,375
New +$1.89M 0.02% 370

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

Systematic Financial Management's UVE Position: Q2 2020 in Review

Systematic Financial Management sold out of Universal Insurance Holdings (UVE) in Q2 2020, closing a stake of 20,430 shares — an estimated $366K sold.

Systematic Financial Management first reported a position in UVE in Q4 2013 and held it in 19 quarters. The position peaked at $7.38M in Q4 2014. 151 funds tracked by Wall St. Rank hold UVE as of Q2 2020.

  • Systematic Financial Management reported no remaining Universal Insurance Holdings position as of Q2 2020 after selling out during the quarter.
  • Systematic Financial Management sold 20,430 Universal Insurance Holdings shares in Q2 2020, an estimated $366K.
  • Systematic Financial Management first reported a position in Universal Insurance Holdings in Q4 2013 and held it in 19 quarters.
  • Systematic Financial Management's Universal Insurance Holdings position peaked at $7.38M in Q4 2014.
  • 151 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2020.

Based on Systematic Financial Management's 13F filing for Q2 2020, filed 13 Aug 2020.