CI Investments Inc
UVV icon

CI Investments Inc’s Universal Corp UVV Stock Holding History

CI Investments Inc’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
2020
Q3 		– Sell
-6,435
Closed -$274K – 971
2020
Q2 		$274K Sell
6,435
-1,734
-21% -$76.3K ﹤0.01% 499
2020
Q1 		$361K Sell
8,169
-1,056
-11% -$52.7K ﹤0.01% 433
2019
Q4 		$526K Sell
9,225
-525
-5% -$28.3K ﹤0.01% 444
2019
Q3 		$534K Buy
+9,750
New +$547K ﹤0.01% 457

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
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CI Investments Inc's UVV Position: Q3 2020 in Review

CI Investments Inc sold out of Universal Corp (UVV) in Q3 2020, closing a stake of 6,435 shares — an estimated $274K sold.

CI Investments Inc first reported a position in UVV in Q3 2019 and held it in 4 quarters. The position peaked at $534K in Q3 2019. 176 funds tracked by Wall St. Rank hold UVV as of Q3 2020.

  • CI Investments Inc reported no remaining Universal Corp position as of Q3 2020 after selling out during the quarter.
  • CI Investments Inc sold 6,435 Universal Corp shares in Q3 2020, an estimated $274K.
  • CI Investments Inc first reported a position in Universal Corp in Q3 2019 and held it in 4 quarters.
  • CI Investments Inc's Universal Corp position peaked at $534K in Q3 2019.
  • 176 funds tracked by Wall St. Rank held Universal Corp as of Q3 2020.

Based on CI Investments Inc's 13F filing for Q3 2020, filed 9 Nov 2020.