Diversified Trust’s Universal Corp UVV Stock Holding History

Diversified Trust’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	-5,582	Closed	-$237K	–	695
2020 Q2	$237K	Buy	+5,582	New	+$246K	0.01%	457

Other funds holding UVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Diversified Trust's UVV Position: Q3 2020 in Review

Diversified Trust sold out of Universal Corp (UVV) in Q3 2020, closing a stake of 5,582 shares — an estimated $237K sold.

Diversified Trust first reported a position in UVV in Q2 2020 and held it in 1 quarter. The position peaked at $237K in Q2 2020. 176 funds tracked by Wall St. Rank hold UVV as of Q3 2020.

Diversified Trust reported no remaining Universal Corp position as of Q3 2020 after selling out during the quarter.
Diversified Trust sold 5,582 Universal Corp shares in Q3 2020, an estimated $237K.
Diversified Trust first reported a position in Universal Corp in Q2 2020 and held it in 1 quarter.
Diversified Trust's Universal Corp position peaked at $237K in Q2 2020.
176 funds tracked by Wall St. Rank held Universal Corp as of Q3 2020.

Based on Diversified Trust's 13F filing for Q3 2020, filed 15 Oct 2020.