FGAM
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Financial Gravity Asset Management’s Universal Corp UVV Stock Holding History

Financial Gravity Asset 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
2019
Q4 		$57K Buy
+4
New +$216 0.04% 572
2019
Q2 		– Sell
-7
Closed – – 1683
2019
Q1 		$0 Buy
+7
New +$402 ﹤0.01% 1557
2018
Q3 		$1K Sell
13
-23
-64% -$1.47K ﹤0.01% 1266
2018
Q2 		$2K Sell
36
-8
-18% -$443 ﹤0.01% 1035
2018
Q1 		$2K Buy
+44
New +$2.18K ﹤0.01% 1010

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 $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Gravity Asset Management's UVV Position: Q4 2019 in Review

Financial Gravity Asset Management opened a new position in Universal Corp (UVV) in Q4 2019: 4 shares worth $57K. The stake represents 0.04% of the portfolio and ranks #572 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in UVV as recently as Q1 2019.

Financial Gravity Asset Management first reported a position in UVV in Q1 2018 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold UVV as of Q4 2019.

  • Financial Gravity Asset Management held 4 shares of Universal Corp worth $57K as of Q4 2019.
  • Universal Corp was a new Financial Gravity Asset Management position in Q4 2019.
  • Universal Corp made up 0.04% of Financial Gravity Asset Management's portfolio in Q4 2019, its #572 holding.
  • Financial Gravity Asset Management first reported a position in Universal Corp in Q1 2018 and has held it in 5 quarters since.
  • 183 funds tracked by Wall St. Rank held Universal Corp as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.