Tradewinds Capital Management’s Universal Insurance Holdings UVE Stock Holding History

Tradewinds Capital 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
2021 Q3	–	Sell	-56	Closed	-$1K	–	812
2021 Q2	$1K	Buy	56 +1	+2%	+$14	﹤0.01%	749
2021 Q1	$1K	Hold	55	–	–	﹤0.01%	723
2020 Q4	$1K	Buy	55 +1	+2%	+$14	﹤0.01%	665
2020 Q3	$1K	Hold	54	–	–	﹤0.01%	644
2020 Q2	$1K	Buy	54 +1	+2%	+$18	﹤0.01%	634
2020 Q1	$1K	Hold	53	–	–	﹤0.01%	627
2019 Q4	$1K	Hold	53	–	–	﹤0.01%	658
2019 Q3	$2K	Buy	53 +1	+2%	+$27	﹤0.01%	554
2019 Q2	$1K	Hold	52	–	–	﹤0.01%	586
2019 Q1	$2K	Hold	52	–	–	﹤0.01%	548
2018 Q4	$2K	Buy	52 +1	+2%	+$44	﹤0.01%	566
2018 Q3	$3K	Hold	51	–	–	﹤0.01%	549
2018 Q2	$2K	Hold	51	–	–	﹤0.01%	578
2018 Q1	$2K	Hold	51	–	–	﹤0.01%	579
2017 Q4	$1K	Buy	51 +1	+2%	+$25	﹤0.01%	665
2017 Q3	$1K	Hold	50	–	–	﹤0.01%	645
2017 Q2	$1K	Buy	+50	New	+$1.23K	﹤0.01%	634
2017 Q1	–	Sell	-80	Closed	-$2K	–	729
2016 Q4	$2K	Hold	80	–	–	﹤0.01%	569
2016 Q3	$2K	Hold	80	–	–	﹤0.01%	579
2016 Q2	$1K	Buy	+80	New	+$1.45K	﹤0.01%	608

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

SCM

Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return

Tradewinds Capital Management's UVE Position: Q3 2021 in Review

Tradewinds Capital Management sold out of Universal Insurance Holdings (UVE) in Q3 2021, closing a stake of 56 shares — an estimated $1K sold.

Tradewinds Capital Management first reported a position in UVE in Q2 2016 and held it in 20 quarters. The position peaked at $3K in Q3 2018. 131 funds tracked by Wall St. Rank hold UVE as of Q3 2021.

Tradewinds Capital Management reported no remaining Universal Insurance Holdings position as of Q3 2021 after selling out during the quarter.
Tradewinds Capital Management sold 56 Universal Insurance Holdings shares in Q3 2021, an estimated $1K.
Tradewinds Capital Management first reported a position in Universal Insurance Holdings in Q2 2016 and held it in 20 quarters.
Tradewinds Capital Management's Universal Insurance Holdings position peaked at $3K in Q3 2018.
131 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2021.

Based on Tradewinds Capital Management's 13F filing for Q3 2021, filed 4 Nov 2021.