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Wealthspire Advisors (Maryland)’s Universal Insurance Holdings UVE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-75
Closed -$2K – 1965
2019
Q1 		$2K Sell
75
-9
-11% -$323 ﹤0.01% 2215
2018
Q4 		$3K Hold
84
– – ﹤0.01% 1999
2018
Q3 		$4K Buy
84
+23
+38% +$989 ﹤0.01% 1943
2018
Q2 		$2K Hold
61
– – ﹤0.01% 2209
2018
Q1 		$2K Hold
61
– – ﹤0.01% 2220
2017
Q4 		$2K Buy
+61
New +$1.53K ﹤0.01% 2180

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UVE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Universal Insurance Holdings (UVE) in Q2 2019, closing a stake of 75 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in UVE in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q3 2018. 177 funds tracked by Wall St. Rank hold UVE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Universal Insurance Holdings position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 75 Universal Insurance Holdings shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Universal Insurance Holdings in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Universal Insurance Holdings position peaked at $4K in Q3 2018.
  • 177 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.