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Convergence Investment Partners’s Universal Corp UVV Stock Holding History

Convergence Investment Partners’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
Q1 		– Sell
-4,548
Closed -$246K – 379
2018
Q4 		$246K Buy
+4,548
New +$293K 0.06% 280
2016
Q2 		– Sell
-20,844
Closed -$1.18M – 386
2016
Q1 		$1.18M Sell
20,844
-19,512
-48% -$1.06M 0.14% 237
2015
Q4 		$2.26M Sell
40,356
-3,334
-8% -$182K 0.25% 148
2015
Q3 		$2.17M Buy
+43,690
New +$2.29M 0.25% 144
2013
Q3 		– Sell
-29,390
Closed -$1.7M – 355
2013
Q2 		$1.7M Buy
+29,390
New +$1.71M 0.44% 76

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Convergence Investment Partners's UVV Position: Q1 2019 in Review

Convergence Investment Partners sold out of Universal Corp (UVV) in Q1 2019, closing a stake of 4,548 shares — an estimated $246K sold.

Convergence Investment Partners first reported a position in UVV in Q2 2013 and held it in 5 quarters. The position peaked at $2.26M in Q4 2015. 203 funds tracked by Wall St. Rank hold UVV as of Q1 2019.

  • Convergence Investment Partners reported no remaining Universal Corp position as of Q1 2019 after selling out during the quarter.
  • Convergence Investment Partners sold 4,548 Universal Corp shares in Q1 2019, an estimated $246K.
  • Convergence Investment Partners first reported a position in Universal Corp in Q2 2013 and held it in 5 quarters.
  • Convergence Investment Partners's Universal Corp position peaked at $2.26M in Q4 2015.
  • 203 funds tracked by Wall St. Rank held Universal Corp as of Q1 2019.

Based on Convergence Investment Partners's 13F filing for Q1 2019, filed 1 May 2019.