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Yorktown Management & Research Company’s Universal Insurance Holdings UVE Stock Holding History

Yorktown Management & Research Company’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
Q3 		– Sell
-13,120
Closed -$366K – 346
2019
Q2 		$366K Hold
13,120
– – 0.14% 189
2019
Q1 		$407K Buy
13,120
+620
+5% +$22.2K 0.13% 181
2018
Q4 		$474K Buy
+12,500
New +$544K 0.16% 156

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Yorktown Management & Research Company's UVE Position: Q3 2019 in Review

Yorktown Management & Research Company sold out of Universal Insurance Holdings (UVE) in Q3 2019, closing a stake of 13,120 shares — an estimated $366K sold.

Yorktown Management & Research Company first reported a position in UVE in Q4 2018 and held it in 3 quarters. The position peaked at $474K in Q4 2018. 175 funds tracked by Wall St. Rank hold UVE as of Q3 2019.

  • Yorktown Management & Research Company reported no remaining Universal Insurance Holdings position as of Q3 2019 after selling out during the quarter.
  • Yorktown Management & Research Company sold 13,120 Universal Insurance Holdings shares in Q3 2019, an estimated $366K.
  • Yorktown Management & Research Company first reported a position in Universal Insurance Holdings in Q4 2018 and held it in 3 quarters.
  • Yorktown Management & Research Company's Universal Insurance Holdings position peaked at $474K in Q4 2018.
  • 175 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2019.

Based on Yorktown Management & Research Company's 13F filing for Q3 2019, filed 1 Nov 2019.