WI
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WBI Investments’s Universal Insurance Holdings UVE Stock Holding History

WBI Investments’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
Q1 		– Sell
-32,625
Closed -$554K – 240
2021
Q4 		$554K Buy
32,625
+11,211
+52% +$169K 0.09% 126
2021
Q3 		$279K Sell
21,414
-3,747
-15% -$51.1K 0.05% 164
2021
Q2 		$349K Buy
+25,161
New +$353K 0.05% 148
2018
Q3 		– Sell
-125,508
Closed -$4.41M – 342
2018
Q2 		$4.41M Buy
+125,508
New +$4.27M 0.23% 76
2017
Q3 		– Sell
-79,729
Closed -$2.01M – 383
2017
Q2 		$2.01M Buy
+79,729
New +$1.96M 0.09% 154

Other funds holding UVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

WBI Investments's UVE Position: Q1 2022 in Review

WBI Investments sold out of Universal Insurance Holdings (UVE) in Q1 2022, closing a stake of 32,625 shares — an estimated $554K sold.

WBI Investments first reported a position in UVE in Q2 2017 and held it in 5 quarters. The position peaked at $4.41M in Q2 2018. 138 funds tracked by Wall St. Rank hold UVE as of Q1 2022.

  • WBI Investments reported no remaining Universal Insurance Holdings position as of Q1 2022 after selling out during the quarter.
  • WBI Investments sold 32,625 Universal Insurance Holdings shares in Q1 2022, an estimated $554K.
  • WBI Investments first reported a position in Universal Insurance Holdings in Q2 2017 and held it in 5 quarters.
  • WBI Investments's Universal Insurance Holdings position peaked at $4.41M in Q2 2018.
  • 138 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2022.

Based on WBI Investments's 13F filing for Q1 2022, filed 2 May 2022.