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Advisor Group’s Universal Corp UVV Stock Holding History

Advisor Group’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
2019
Q4 		$449K Buy
7,849
+623
+9% +$33.6K ﹤0.01% 1744
2019
Q3 		$398K Buy
7,226
+107
+2% +$6K ﹤0.01% 1776
2019
Q2 		$434K Sell
7,119
-568
-7% -$31.8K ﹤0.01% 1713
2019
Q1 		$444K Buy
7,687
+142
+2% +$8.16K ﹤0.01% 1675
2018
Q4 		$410K Sell
7,545
-12
-0.2% -$773 ﹤0.01% 1553
2018
Q3 		$492K Buy
7,557
+1,998
+36% +$127K 0.01% 1485
2018
Q2 		$367K Sell
5,559
-107
-2% -$5.92K 0.01% 1537
2018
Q1 		$276K Buy
5,666
+1,135
+25% +$56.3K ﹤0.01% 1751
2017
Q4 		$238K Buy
4,531
+1,074
+31% +$59.7K ﹤0.01% 1855
2017
Q3 		$198K Buy
3,457
+725
+27% +$43.3K ﹤0.01% 1870
2017
Q2 		$177K Buy
2,732
+583
+27% +$40.5K ﹤0.01% 1875
2017
Q1 		$152K Buy
2,149
+880
+69% +$61.3K ﹤0.01% 1858
2016
Q4 		$81K Buy
1,269
+652
+106% +$37.2K ﹤0.01% 2220
2016
Q3 		$35K Buy
617
+298
+93% +$17.6K ﹤0.01% 2790
2016
Q2 		$18K Buy
+319
New +$17.6K ﹤0.01% 3141

Other funds holding UVV

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's UVV Position: Q4 2019 in Review

Advisor Group increased its Universal Corp (UVV) stake by 8.6% in Q4 2019, buying an estimated $33.6K and bringing the position to 7,849 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Advisor Group first reported a position in UVV in Q2 2016 and has held it in 15 quarters since. The position peaked at $492K in Q3 2018. 183 funds tracked by Wall St. Rank hold UVV as of Q4 2019.

  • Advisor Group held 7,849 shares of Universal Corp worth $449K as of Q4 2019.
  • Advisor Group bought 623 Universal Corp shares in Q4 2019, an estimated $33.6K.
  • Universal Corp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1744 holding.
  • Advisor Group first reported a position in Universal Corp in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Universal Corp position peaked at $492K in Q3 2018.
  • 183 funds tracked by Wall St. Rank held Universal Corp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.