TD Asset Management
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TD Asset Management’s Universal Insurance Holdings UVE Stock Holding History

TD Asset 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
2022
Q3 		– Sell
-13,500
Closed -$176K – 1512
2022
Q2 		$176K Hold
13,500
– – ﹤0.01% 1391
2022
Q1 		$182K Buy
+13,500
New +$202K ﹤0.01% 1436
2018
Q3 		– Sell
-23,800
Closed -$835K – 1454
2018
Q2 		$835K Buy
+23,800
New +$810K ﹤0.01% 1171

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TD Asset Management's UVE Position: Q3 2022 in Review

TD Asset Management sold out of Universal Insurance Holdings (UVE) in Q3 2022, closing a stake of 13,500 shares — an estimated $176K sold.

TD Asset Management first reported a position in UVE in Q2 2018 and held it in 3 quarters. The position peaked at $835K in Q2 2018. 136 funds tracked by Wall St. Rank hold UVE as of Q3 2022.

  • TD Asset Management reported no remaining Universal Insurance Holdings position as of Q3 2022 after selling out during the quarter.
  • TD Asset Management sold 13,500 Universal Insurance Holdings shares in Q3 2022, an estimated $176K.
  • TD Asset Management first reported a position in Universal Insurance Holdings in Q2 2018 and held it in 3 quarters.
  • TD Asset Management's Universal Insurance Holdings position peaked at $835K in Q2 2018.
  • 136 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2022.

Based on TD Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.