FGC
UVV icon

Financial Gravity Companies’s Universal Corp UVV Stock Holding History

Financial Gravity Companies’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
Q4 		$1K Buy
+12
New +$773 ﹤0.01% 1247
2018
Q1 		$2K Sell
44
-3
-6% -$149 ﹤0.01% 1010
2017
Q4 		$2K Buy
+47
New +$2.61K ﹤0.01% 987

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Financial Gravity Companies's UVV Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Universal Corp (UVV) in Q4 2018: 12 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1247 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in UVV as recently as Q1 2018.

Financial Gravity Companies first reported a position in UVV in Q4 2017 and has held it in 3 quarters since. The position peaked at $2K in Q1 2018. 200 funds tracked by Wall St. Rank hold UVV as of Q4 2018.

  • Financial Gravity Companies held 12 shares of Universal Corp worth $1K as of Q4 2018.
  • Universal Corp was a new Financial Gravity Companies position in Q4 2018.
  • Universal Corp made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1247 holding.
  • Financial Gravity Companies first reported a position in Universal Corp in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Universal Corp position peaked at $2K in Q1 2018.
  • 200 funds tracked by Wall St. Rank held Universal Corp as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.