YorkBridge Wealth Partners’s Universal Insurance Holdings UVE Stock Holding History

YorkBridge Wealth Partners’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	-407	Closed	-$13K	–	772
2019 Q1	$13K	Sell	407 -355	-47%	-$12.7K	0.01%	538
2018 Q4	$29K	Hold	762	–	–	0.02%	385
2018 Q3	$37K	Buy	762 +1	+0.1%	+$43	0.02%	389
2018 Q2	$27K	Sell	761 -148	-16%	-$5.04K	0.01%	455
2018 Q1	$29K	Buy	909 +131	+17%	+$3.94K	0.01%	444
2017 Q4	$22K	Buy	+778	New	+$19.5K	0.01%	490

Other funds holding UVE

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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 New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

YorkBridge Wealth Partners's UVE Position: Q2 2019 in Review

YorkBridge Wealth Partners sold out of Universal Insurance Holdings (UVE) in Q2 2019, closing a stake of 407 shares — an estimated $13K sold.

YorkBridge Wealth Partners first reported a position in UVE in Q4 2017 and held it in 6 quarters. The position peaked at $37K in Q3 2018. 177 funds tracked by Wall St. Rank hold UVE as of Q2 2019.

YorkBridge Wealth Partners reported no remaining Universal Insurance Holdings position as of Q2 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 407 Universal Insurance Holdings shares in Q2 2019, an estimated $13K.
YorkBridge Wealth Partners first reported a position in Universal Insurance Holdings in Q4 2017 and held it in 6 quarters.
YorkBridge Wealth Partners's Universal Insurance Holdings position peaked at $37K in Q3 2018.
177 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2019, filed 18 Jul 2019.