AIM
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Alambic Investment Management’s Universal Corp UVV Stock Holding History

Alambic 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
2019
Q3 		– Sell
-10,250
Closed -$623K – 353
2019
Q2 		$623K Buy
+10,250
New +$574K 0.38% 99
2018
Q3 		– Sell
-5,600
Closed -$370K – 364
2018
Q2 		$370K Sell
5,600
-24,200
-81% -$1.34M 0.1% 243
2018
Q1 		$1.45M Buy
+29,800
New +$1.48M 0.2% 181
2017
Q3 		– Sell
-43,666
Closed -$2.83M – 598
2017
Q2 		$2.83M Buy
43,666
+8,486
+24% +$589K 0.34% 83
2017
Q1 		$2.49M Buy
35,180
+26,780
+319% +$1.87M 0.31% 92
2016
Q4 		$536K Buy
+8,400
New +$480K 0.1% 314
2016
Q3 		– Sell
-4,700
Closed -$271K – 553
2016
Q2 		$271K Buy
+4,700
New +$259K 0.07% 394

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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

Alambic Investment Management's UVV Position: Q3 2019 in Review

Alambic Investment Management sold out of Universal Corp (UVV) in Q3 2019, closing a stake of 10,250 shares — an estimated $623K sold.

Alambic Investment Management first reported a position in UVV in Q2 2016 and held it in 7 quarters. The position peaked at $2.83M in Q2 2017. 183 funds tracked by Wall St. Rank hold UVV as of Q3 2019.

  • Alambic Investment Management reported no remaining Universal Corp position as of Q3 2019 after selling out during the quarter.
  • Alambic Investment Management sold 10,250 Universal Corp shares in Q3 2019, an estimated $623K.
  • Alambic Investment Management first reported a position in Universal Corp in Q2 2016 and held it in 7 quarters.
  • Alambic Investment Management's Universal Corp position peaked at $2.83M in Q2 2017.
  • 183 funds tracked by Wall St. Rank held Universal Corp as of Q3 2019.

Based on Alambic Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.