Evoke Wealth’s Universal Corp UVV Stock Holding History

Evoke Wealth’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	-100	Closed	-$4K	–	1139
2020 Q2	$4K	Buy	100 +32	+47%	+$1.41K	﹤0.01%	753
2020 Q1	$3K	Hold	68	–	–	﹤0.01%	723
2019 Q4	$3.86K	Sell	68 -11	-14%	-$594	﹤0.01%	969
2019 Q3	$4.36K	Buy	+79	New	+$4.43K	﹤0.01%	1041

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

Evoke Wealth's UVV Position: Q3 2020 in Review

Evoke Wealth sold out of Universal Corp (UVV) in Q3 2020, closing a stake of 100 shares — an estimated $4K sold.

Evoke Wealth first reported a position in UVV in Q3 2019 and held it in 4 quarters. The position peaked at $4.36K in Q3 2019. 176 funds tracked by Wall St. Rank hold UVV as of Q3 2020.

Evoke Wealth reported no remaining Universal Corp position as of Q3 2020 after selling out during the quarter.
Evoke Wealth sold 100 Universal Corp shares in Q3 2020, an estimated $4K.
Evoke Wealth first reported a position in Universal Corp in Q3 2019 and held it in 4 quarters.
Evoke Wealth's Universal Corp position peaked at $4.36K in Q3 2019.
176 funds tracked by Wall St. Rank held Universal Corp as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.