Axa
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Axa’s Universal Corp UVV Stock Holding History

Axa’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
Q4 		– Sell
-79,187
Closed -$4.54M – 1399
2017
Q3 		$4.54M Sell
79,187
-28,200
-26% -$1.69M 0.02% 643
2017
Q2 		$6.95M Sell
107,387
-6,400
-6% -$444K 0.03% 521
2017
Q1 		$8.05M Buy
113,787
+12,900
+13% +$899K 0.04% 467
2016
Q4 		$6.43M Buy
100,887
+32,587
+48% +$1.86M 0.03% 516
2016
Q3 		$3.98M Sell
68,300
-5,500
-7% -$325K 0.02% 619
2016
Q2 		$4.26M Buy
73,800
+7,100
+11% +$391K 0.02% 592
2016
Q1 		$3.79M Buy
66,700
+1,800
+3% +$97.7K 0.02% 627
2015
Q4 		$3.64M Buy
64,900
+2,300
+4% +$126K 0.02% 645
2015
Q3 		$3.1M Buy
+62,600
New +$3.29M 0.01% 683
2014
Q3 		– Sell
-8,800
Closed -$487K – 1482
2014
Q2 		$487K Buy
8,800
+7,000
+389% +$381K ﹤0.01% 1079
2014
Q1 		$101K Buy
+1,800
New +$98.5K ﹤0.01% 1291
2013
Q4 		– Sell
-13,636
Closed -$694K – 1431
2013
Q3 		$694K Sell
13,636
-38,800
-74% -$2.15M ﹤0.01% 938
2013
Q2 		$3.03M Buy
+52,436
New +$3.05M 0.02% 605

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Axa's UVV Position: Q4 2017 in Review

Axa sold out of Universal Corp (UVV) in Q4 2017, closing a stake of 79,187 shares — an estimated $4.54M sold.

Axa first reported a position in UVV in Q2 2013 and held it in 13 quarters. The position peaked at $8.05M in Q1 2017. 178 funds tracked by Wall St. Rank hold UVV as of Q4 2017.

  • Axa reported no remaining Universal Corp position as of Q4 2017 after selling out during the quarter.
  • Axa sold 79,187 Universal Corp shares in Q4 2017, an estimated $4.54M.
  • Axa first reported a position in Universal Corp in Q2 2013 and held it in 13 quarters.
  • Axa's Universal Corp position peaked at $8.05M in Q1 2017.
  • 178 funds tracked by Wall St. Rank held Universal Corp as of Q4 2017.

Based on Axa's 13F filing for Q4 2017, filed 13 Feb 2018.