BCA
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Berman Capital Advisors’s Universal Corp UVV Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$4K Buy
98
+16
+20% +$812 ﹤0.01% 1519
2021
Q2 		$4K Buy
82
+27
+49% +$1.56K ﹤0.01% 1430
2021
Q1 		$3K Hold
55
– – ﹤0.01% 1451
2020
Q4 		$2K Sell
55
-17
-24% -$766 ﹤0.01% 1446
2020
Q3 		$3K Buy
72
+56
+350% +$2.4K ﹤0.01% 1222
2020
Q2 		$0 Buy
+16
New +$704 ﹤0.01% 1831
2020
Q1 		– Sell
-35
Closed -$2K – 1680
2019
Q4 		$2K Hold
35
– – ﹤0.01% 1253
2019
Q3 		$1K Buy
+35
New +$1.96K ﹤0.01% 1378
2019
Q2 		– Sell
-17
Closed – – 1585
2019
Q1 		$0 Buy
+17
New +$977 ﹤0.01% 1485

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's UVV Position: Q3 2021 in Review

Berman Capital Advisors increased its Universal Corp (UVV) stake by 20% in Q3 2021, buying an estimated $812 and bringing the position to 98 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Berman Capital Advisors first reported a position in UVV in Q1 2019 and has held it in 9 quarters since. 169 funds tracked by Wall St. Rank hold UVV as of Q3 2021.

  • Berman Capital Advisors held 98 shares of Universal Corp worth $4K as of Q3 2021.
  • Berman Capital Advisors bought 16 Universal Corp shares in Q3 2021, an estimated $812.
  • Universal Corp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1519 holding.
  • Berman Capital Advisors first reported a position in Universal Corp in Q1 2019 and has held it in 9 quarters since.
  • 169 funds tracked by Wall St. Rank held Universal Corp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.