GIA
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Gargoyle Investment Advisor’s Universal Corp UVV Stock Holding History

Gargoyle Investment Advisor’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
2017
Q3 		– Sell
-4,822
Closed -$312K – 196
2017
Q2 		$312K Hold
4,822
– – 0.12% 145
2017
Q1 		$341K Sell
4,822
-2,193
-31% -$153K 0.13% 153
2016
Q4 		$447K Hold
7,015
– – 0.17% 133
2016
Q3 		$408K Sell
7,015
-1,393
-17% -$82.2K 0.15% 153
2016
Q2 		$485K Sell
8,408
-1,600
-16% -$88.1K 0.18% 149
2016
Q1 		$569K Hold
10,008
– – 0.19% 156
2015
Q4 		$561K Sell
10,008
-1,817
-15% -$99.4K 0.23% 118
2015
Q3 		$586K Buy
11,825
+1,752
+17% +$92K 0.24% 117
2015
Q2 		$577K Buy
+10,073
New +$510K 0.22% 135

Other funds holding UVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return