TrueWealth LLC’s Universal Insurance Holdings UVE Stock Holding History

TrueWealth LLC’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
2018 Q1	–	Sell	-157	Closed	-$4K	–	919
2017 Q4	$4K	Buy	+157	New	+$3.94K	﹤0.01%	727

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

TrueWealth LLC's UVE Position: Q1 2018 in Review

TrueWealth LLC sold out of Universal Insurance Holdings (UVE) in Q1 2018, closing a stake of 157 shares — an estimated $4K sold.

TrueWealth LLC first reported a position in UVE in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 205 funds tracked by Wall St. Rank hold UVE as of Q1 2018.

TrueWealth LLC reported no remaining Universal Insurance Holdings position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 157 Universal Insurance Holdings shares in Q1 2018, an estimated $4K.
TrueWealth LLC first reported a position in Universal Insurance Holdings in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's Universal Insurance Holdings position peaked at $4K in Q4 2017.
205 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.