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

TCI 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 Q2	–	Sell	-703	Closed	-$12.8K	–	2140
2023 Q1	$12.8K	Hold	703	–	–	﹤0.01%	935
2022 Q4	$7.45K	Buy	703 +326	+86%	+$3.31K	﹤0.01%	1272
2022 Q3	$4K	Buy	377 +33	+10%	+$395	﹤0.01%	1691
2022 Q2	$4K	Buy	+344	New	+$4.34K	﹤0.01%	1705
2022 Q1	–	Sell	-442	Closed	-$8K	–	2461
2021 Q4	$8K	Hold	442	–	–	﹤0.01%	1378
2021 Q3	$6K	Sell	442 -132	-23%	-$1.8K	﹤0.01%	1523
2021 Q2	$8K	Buy	574 +504	+720%	+$7.08K	﹤0.01%	1147
2021 Q1	$1K	Hold	70	–	–	﹤0.01%	2117
2020 Q4	$1K	Buy	+70	New	+$987	﹤0.01%	1467
2020 Q2	–	Sell	-66	Closed	-$1K	–	1668
2020 Q1	$1K	Buy	+66	New	+$1.51K	﹤0.01%	1362
2017 Q3	–	Sell	-26	Closed	-$1K	–	1391
2017 Q2	$1K	Hold	26	–	–	﹤0.01%	1229
2017 Q1	$1K	Hold	26	–	–	﹤0.01%	1177
2016 Q4	$1K	Hold	26	–	–	﹤0.01%	1245
2016 Q3	$1K	Hold	26	–	–	﹤0.01%	1233
2016 Q2	$0	Buy	+26	New	+$470	﹤0.01%	1374
2015 Q2	–	Sell	-300	Closed	-$8K	–	1006
2015 Q1	$8K	Hold	300	–	–	0.01%	500
2014 Q4	$6K	Hold	300	–	–	﹤0.01%	533
2014 Q3	$4K	Hold	300	–	–	﹤0.01%	624
2014 Q2	$4K	Hold	300	–	–	﹤0.01%	655
2014 Q1	$4K	Hold	300	–	–	﹤0.01%	614
2013 Q4	$4K	Hold	300	–	–	﹤0.01%	608
2013 Q3	$2K	Hold	300	–	–	﹤0.01%	655
2013 Q2	$2K	Buy	+300	New	+$1.95K	﹤0.01%	617

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

DSC

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

TCI Wealth Advisors's UVE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Universal Insurance Holdings (UVE) in Q2 2023, closing a stake of 703 shares — an estimated $12.8K sold.

TCI Wealth Advisors first reported a position in UVE in Q2 2013 and held it in 23 quarters. The position peaked at $12.8K in Q1 2023. 155 funds tracked by Wall St. Rank hold UVE as of Q2 2023.

TCI Wealth Advisors reported no remaining Universal Insurance Holdings position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 703 Universal Insurance Holdings shares in Q2 2023, an estimated $12.8K.
TCI Wealth Advisors first reported a position in Universal Insurance Holdings in Q2 2013 and held it in 23 quarters.
TCI Wealth Advisors's Universal Insurance Holdings position peaked at $12.8K in Q1 2023.
155 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.