Yousif Capital Management’s Universal Insurance Holdings UVE Stock Holding History

Yousif Capital Management’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
2023 Q3	–	Sell	-14,572	Closed	-$225K	–	2001
2023 Q2	$225K	Sell	14,572 -953	-6%	-$15.8K	﹤0.01%	1812
2023 Q1	$283K	Sell	15,525 -2,125	-12%	-$31.4K	﹤0.01%	1722
2022 Q4	$187K	Sell	17,650 -5,205	-23%	-$52.9K	﹤0.01%	1836
2022 Q3	$225K	Sell	22,855 -451	-2%	-$5.4K	﹤0.01%	1780
2022 Q2	$304K	Sell	23,306 -2,900	-11%	-$36.6K	﹤0.01%	1718
2022 Q1	$354K	Hold	26,206	–	–	﹤0.01%	1757
2021 Q4	$446K	Buy	+26,206	New	+$396K	﹤0.01%	1700

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

DSC

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Yousif Capital Management's UVE Position: Q3 2023 in Review

Yousif Capital Management sold out of Universal Insurance Holdings (UVE) in Q3 2023, closing a stake of 14,572 shares — an estimated $225K sold.

Yousif Capital Management first reported a position in UVE in Q4 2021 and held it in 7 quarters. The position peaked at $446K in Q4 2021. 144 funds tracked by Wall St. Rank hold UVE as of Q3 2023.

Yousif Capital Management reported no remaining Universal Insurance Holdings position as of Q3 2023 after selling out during the quarter.
Yousif Capital Management sold 14,572 Universal Insurance Holdings shares in Q3 2023, an estimated $225K.
Yousif Capital Management first reported a position in Universal Insurance Holdings in Q4 2021 and held it in 7 quarters.
Yousif Capital Management's Universal Insurance Holdings position peaked at $446K in Q4 2021.
144 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q3 2023.

Based on Yousif Capital Management's 13F filing for Q3 2023, filed 30 Oct 2023.