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UBS’s Universal Insurance Holdings UVE Stock Holding History

UBS’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
2014
Q3 		$363K Sell
28,076
-1,645
-6% -$21.5K ﹤0.01% 4589
2014
Q2 		$386K Buy
29,721
+25,605
+622% +$337K ﹤0.01% 4477
2014
Q1 		$52K Sell
4,116
-3,700
-47% -$47.1K ﹤0.01% 6771
2013
Q4 		$113K Sell
7,816
-2,457
-24% -$23.6K ﹤0.01% 5933
2013
Q3 		$73K Buy
10,273
+8,773
+585% +$67.8K ﹤0.01% 6383
2013
Q2 		$11K Buy
+1,500
New +$9.73K ﹤0.01% 8553

Other funds holding UVE

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS's UVE Position: Q3 2014 in Review

UBS reduced its Universal Insurance Holdings (UVE) stake by 5.5% in Q3 2014, selling an estimated $21.5K and leaving 28,076 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #4589.

UBS first reported a position in UVE in Q2 2013 and has held it in 6 quarters since. The position peaked at $386K in Q2 2014. 125 funds tracked by Wall St. Rank hold UVE as of Q3 2014.

  • UBS held 28,076 shares of Universal Insurance Holdings worth $363K as of Q3 2014.
  • UBS sold 1,645 Universal Insurance Holdings shares in Q3 2014, an estimated $21.5K.
  • Universal Insurance Holdings made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4589 holding.
  • UBS first reported a position in Universal Insurance Holdings in Q2 2013 and has held it in 6 quarters since.
  • UBS's Universal Insurance Holdings position peaked at $386K in Q2 2014.
  • 125 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.