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Acrospire Investment Management’s Universal Corp UVV Stock Holding History

Acrospire Investment Management’s Portfolio UVV Stock Details UVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,824
Closed -$200K – 2555
2017
Q1 		$200K Sell
2,824
-5,100
-64% -$355K 0.17% 39
2016
Q4 		$505K Buy
7,924
+5,624
+245% +$321K 0.21% 19
2016
Q3 		$134K Buy
2,300
+800
+53% +$47.2K 0.09% 337
2016
Q2 		$87K Buy
1,500
+300
+25% +$16.5K 0.06% 585
2016
Q1 		$68K Buy
+1,200
New +$65.1K 0.05% 657

Other funds holding UVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acrospire Investment Management's UVV Position: Q2 2017 in Review

Acrospire Investment Management sold out of Universal Corp (UVV) in Q2 2017, closing a stake of 2,824 shares — an estimated $200K sold.

Acrospire Investment Management first reported a position in UVV in Q1 2016 and held it in 5 quarters. The position peaked at $505K in Q4 2016. 195 funds tracked by Wall St. Rank hold UVV as of Q2 2017.

  • Acrospire Investment Management reported no remaining Universal Corp position as of Q2 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 2,824 Universal Corp shares in Q2 2017, an estimated $200K.
  • Acrospire Investment Management first reported a position in Universal Corp in Q1 2016 and held it in 5 quarters.
  • Acrospire Investment Management's Universal Corp position peaked at $505K in Q4 2016.
  • 195 funds tracked by Wall St. Rank held Universal Corp as of Q2 2017.

Based on Acrospire Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.