Wellington Management Group
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Wellington Management Group’s Universal Insurance Holdings UVE Stock Holding History

Wellington Management Group’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
Q1 		– Sell
-22,306
Closed -$846K – 2127
2018
Q4 		$846K Sell
22,306
-14,047
-39% -$611K ﹤0.01% 1829
2018
Q3 		$1.76M Sell
36,353
-46,608
-56% -$2M ﹤0.01% 1735
2018
Q2 		$2.91M Buy
82,961
+8,806
+12% +$300K ﹤0.01% 1634
2018
Q1 		$2.37M Sell
74,155
-67,175
-48% -$2.02M ﹤0.01% 1685
2017
Q4 		$3.87M Buy
141,330
+606
+0.4% +$15.2K ﹤0.01% 1557
2017
Q3 		$3.24M Buy
140,724
+37,376
+36% +$848K ﹤0.01% 1600
2017
Q2 		$2.6M Buy
103,348
+21,040
+26% +$517K ﹤0.01% 1630
2017
Q1 		$2.02M Buy
82,308
+6,322
+8% +$165K ﹤0.01% 1740
2016
Q4 		$2.16M Hold
75,986
– – ﹤0.01% 1668
2016
Q3 		$1.92M Hold
75,986
– – ﹤0.01% 1661
2016
Q2 		$1.41M Sell
75,986
-18,321
-19% -$331K ﹤0.01% 1698
2016
Q1 		$1.68M Sell
94,307
-47,623
-34% -$883K ﹤0.01% 1648
2015
Q4 		$3.29M Buy
141,930
+12,339
+10% +$340K ﹤0.01% 1491
2015
Q3 		$3.83M Buy
129,591
+55,519
+75% +$1.5M ﹤0.01% 1432
2015
Q2 		$1.79M Hold
74,072
– – ﹤0.01% 1701
2015
Q1 		$1.9M Buy
74,072
+14,162
+24% +$333K ﹤0.01% 1711
2014
Q4 		$1.23M Hold
59,910
– – ﹤0.01% 1815
2014
Q3 		$774K Buy
59,910
+5,100
+9% +$66.6K ﹤0.01% 1885
2014
Q2 		$711K Buy
+54,810
New +$721K ﹤0.01% 1899

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group's UVE Position: Q1 2019 in Review

Wellington Management Group sold out of Universal Insurance Holdings (UVE) in Q1 2019, closing a stake of 22,306 shares — an estimated $846K sold.

Wellington Management Group first reported a position in UVE in Q2 2014 and held it in 19 quarters. The position peaked at $3.87M in Q4 2017. 201 funds tracked by Wall St. Rank hold UVE as of Q1 2019.

  • Wellington Management Group reported no remaining Universal Insurance Holdings position as of Q1 2019 after selling out during the quarter.
  • Wellington Management Group sold 22,306 Universal Insurance Holdings shares in Q1 2019, an estimated $846K.
  • Wellington Management Group first reported a position in Universal Insurance Holdings in Q2 2014 and held it in 19 quarters.
  • Wellington Management Group's Universal Insurance Holdings position peaked at $3.87M in Q4 2017.
  • 201 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q1 2019.

Based on Wellington Management Group's 13F filing for Q1 2019, filed 15 May 2019.