Whittier Trust’s Universal Insurance Holdings UVE Stock Holding History

Whittier Trust’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 Q3	–	Sell	-2,000	Closed	-$26K	–	1765
2022 Q2	$26K	Buy	+2,000	New	+$25.2K	﹤0.01%	1107

Other funds holding UVE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Whittier Trust's UVE Position: Q3 2022 in Review

Whittier Trust sold out of Universal Insurance Holdings (UVE) in Q3 2022, closing a stake of 2,000 shares — an estimated $26K sold.

Whittier Trust first reported a position in UVE in Q2 2022 and held it in 1 quarter. The position peaked at $26K in Q2 2022. 136 funds tracked by Wall St. Rank hold UVE as of Q3 2022.

Whittier Trust reported no remaining Universal Insurance Holdings position as of Q3 2022 after selling out during the quarter.
Whittier Trust sold 2,000 Universal Insurance Holdings shares in Q3 2022, an estimated $26K.
Whittier Trust first reported a position in Universal Insurance Holdings in Q2 2022 and held it in 1 quarter.
Whittier Trust's Universal Insurance Holdings position peaked at $26K in Q2 2022.
136 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2022.

Based on Whittier Trust's 13F filing for Q3 2022, filed 21 Oct 2022.