Evercore Wealth Management’s Universal Corp UVV Stock Holding History

Evercore Wealth Management’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
2018 Q1	–	Sell	-529	Closed	-$28K	–	767
2017 Q4	$28K	Hold	529	–	–	﹤0.01%	667
2017 Q3	$30K	Hold	529	–	–	﹤0.01%	637
2017 Q2	$34K	Hold	529	–	–	﹤0.01%	630
2017 Q1	$37K	Hold	529	–	–	﹤0.01%	646
2016 Q4	$34K	Sell	529 -100	-16%	-$5.71K	﹤0.01%	672
2016 Q3	$37K	Hold	629	–	–	﹤0.01%	663
2016 Q2	$37K	Buy	629 +100	+19%	+$5.51K	﹤0.01%	638
2016 Q1	$30K	Hold	529	–	–	﹤0.01%	661
2015 Q4	$30K	Hold	529	–	–	﹤0.01%	691
2015 Q3	$26K	Hold	529	–	–	﹤0.01%	687
2015 Q2	$30K	Hold	529	–	–	﹤0.01%	723
2015 Q1	$25K	Sell	529 -300	-36%	-$13.3K	﹤0.01%	752
2014 Q4	$36K	Buy	829 +300	+57%	+$12.6K	﹤0.01%	587
2014 Q3	$23K	Hold	529	–	–	﹤0.01%	719
2014 Q2	$29K	Hold	529	–	–	﹤0.01%	685
2014 Q1	$30K	Hold	529	–	–	﹤0.01%	673
2013 Q4	$29K	Sell	529 -49	-8%	-$2.54K	﹤0.01%	632
2013 Q3	$29K	Buy	578 +49	+9%	+$2.71K	﹤0.01%	632
2013 Q2	$31K	Buy	+529	New	+$30.8K	﹤0.01%	619

Other funds holding UVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Evercore Wealth Management's UVV Position: Q1 2018 in Review

Evercore Wealth Management sold out of Universal Corp (UVV) in Q1 2018, closing a stake of 529 shares — an estimated $28K sold.

Evercore Wealth Management first reported a position in UVV in Q2 2013 and held it in 19 quarters. The position peaked at $37K in Q1 2017. 182 funds tracked by Wall St. Rank hold UVV as of Q1 2018.

Evercore Wealth Management reported no remaining Universal Corp position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 529 Universal Corp shares in Q1 2018, an estimated $28K.
Evercore Wealth Management first reported a position in Universal Corp in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's Universal Corp position peaked at $37K in Q1 2017.
182 funds tracked by Wall St. Rank held Universal Corp as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.