Wellington Management Group’s Universal Insurance Holdings UVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-22,306
| Closed | -$846K | – | 2127 |
|
|
2018
Q4 | $846K | Sell |
22,306
-14,047
| -39% | -$533K | ﹤0.01% | 1829 |
|
|
2018
Q3 | $1.77M | Sell |
36,353
-46,608
| -56% | -$2.26M | ﹤0.01% | 1735 |
|
|
2018
Q2 | $2.91M | Buy |
82,961
+8,806
| +12% | +$309K | ﹤0.01% | 1634 |
|
|
2018
Q1 | $2.37M | Sell |
74,155
-67,175
| -48% | -$2.14M | ﹤0.01% | 1685 |
|
|
2017
Q4 | $3.87M | Buy |
141,330
+606
| +0.4% | +$16.6K | ﹤0.01% | 1554 |
|
|
2017
Q3 | $3.24M | Buy |
140,724
+37,376
| +36% | +$860K | ﹤0.01% | 1596 |
|
|
2017
Q2 | $2.6M | Buy |
103,348
+21,040
| +26% | +$530K | ﹤0.01% | 1624 |
|
|
2017
Q1 | $2.02M | Buy |
82,308
+6,322
| +8% | +$155K | ﹤0.01% | 1735 |
|
|
2016
Q4 | $2.16M | Hold |
75,986
| – | – | ﹤0.01% | 1663 |
|
|
2016
Q3 | $1.92M | Hold |
75,986
| – | – | ﹤0.01% | 1655 |
|
|
2016
Q2 | $1.41M | Sell |
75,986
-18,321
| -19% | -$340K | ﹤0.01% | 1690 |
|
|
2016
Q1 | $1.68M | Sell |
94,307
-47,623
| -34% | -$848K | ﹤0.01% | 1642 |
|
|
2015
Q4 | $3.29M | Buy |
141,930
+12,339
| +10% | +$286K | ﹤0.01% | 1486 |
|
|
2015
Q3 | $3.83M | Buy |
129,591
+55,519
| +75% | +$1.64M | ﹤0.01% | 1427 |
|
|
2015
Q2 | $1.79M | Hold |
74,072
| – | – | ﹤0.01% | 1696 |
|
|
2015
Q1 | $1.9M | Buy |
74,072
+14,162
| +24% | +$362K | ﹤0.01% | 1707 |
|
|
2014
Q4 | $1.23M | Hold |
59,910
| – | – | ﹤0.01% | 1815 |
|
|
2014
Q3 | $774K | Buy |
59,910
+5,100
| +9% | +$65.9K | ﹤0.01% | 1885 |
|
|
2014
Q2 | $711K | Buy |
+54,810
| New | +$711K | ﹤0.01% | 1899 |
|