FTDI
UVV icon

First Trust Direct Indexing’s Universal Corp UVV Stock Holding History

First Trust Direct Indexing’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
2021
Q1 		– Sell
-135
Closed -$7K – 969
2020
Q4 		$7K Buy
+135
New +$6.08K ﹤0.01% 980

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Direct Indexing's UVV Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Universal Corp (UVV) in Q1 2021, closing a stake of 135 shares — an estimated $7K sold.

First Trust Direct Indexing first reported a position in UVV in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 175 funds tracked by Wall St. Rank hold UVV as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Universal Corp position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 135 Universal Corp shares in Q1 2021, an estimated $7K.
  • First Trust Direct Indexing first reported a position in Universal Corp in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Universal Corp position peaked at $7K in Q4 2020.
  • 175 funds tracked by Wall St. Rank held Universal Corp as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.