DADC
UVV icon

D.A. Davidson & Co’s Universal Corp UVV Stock Holding History

D.A. Davidson & Co’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
Q1 		– Sell
-244
Closed -$15K – 2499
2016
Q4 		$15K Hold
244
– – ﹤0.01% 2013
2016
Q3 		$14K Sell
244
-1,980
-89% -$117K ﹤0.01% 1965
2016
Q2 		$128K Sell
2,224
-263
-11% -$14.5K ﹤0.01% 1032
2016
Q1 		$140K Buy
2,487
+244
+11% +$13.2K ﹤0.01% 979
2015
Q4 		$125K Hold
2,243
– – ﹤0.01% 1030
2015
Q3 		$110K Sell
2,243
-999
-31% -$52.5K ﹤0.01% 1063
2015
Q2 		$185K Sell
3,242
-150
-4% -$7.59K 0.01% 902
2015
Q1 		$159K Hold
3,392
– – 0.01% 954
2014
Q4 		$148K Buy
3,392
+3,242
+2,161% +$137K ﹤0.01% 971
2014
Q3 		$6K Hold
150
– – ﹤0.01% 1911
2014
Q2 		$8K Buy
+150
New +$8.17K ﹤0.01% 1846

Other funds holding UVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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