AIM
UVV icon

Assured Investment Management’s Universal Corp UVV Stock Holding History

Assured 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
Q2 		– Sell
-2,842
Closed -$164K – 819
2019
Q1 		$164K Sell
2,842
-2,581
-48% -$148K ﹤0.01% 828
2018
Q4 		$294K Buy
+5,423
New +$349K 0.01% 800

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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Assured Investment Management's UVV Position: Q2 2019 in Review

Assured Investment Management sold out of Universal Corp (UVV) in Q2 2019, closing a stake of 2,842 shares — an estimated $164K sold.

Assured Investment Management first reported a position in UVV in Q4 2018 and held it in 2 quarters. The position peaked at $294K in Q4 2018. 202 funds tracked by Wall St. Rank hold UVV as of Q2 2019.

  • Assured Investment Management reported no remaining Universal Corp position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 2,842 Universal Corp shares in Q2 2019, an estimated $164K.
  • Assured Investment Management first reported a position in Universal Corp in Q4 2018 and held it in 2 quarters.
  • Assured Investment Management's Universal Corp position peaked at $294K in Q4 2018.
  • 202 funds tracked by Wall St. Rank held Universal Corp as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.