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GW Henssler & Associates’s Universal Corp UVV Stock Holding History

GW Henssler & Associates’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
Q1 		– Sell
-3,546
Closed -$202K – 208
2019
Q4 		$202K Buy
+3,546
New +$191K 0.02% 200
2019
Q2 		– Sell
-4,970
Closed -$286K – 225
2019
Q1 		$286K Buy
+4,970
New +$286K 0.03% 187
2017
Q2 		– Sell
-2,979
Closed -$211K – 150
2017
Q1 		$211K Buy
+2,979
New +$208K 0.02% 138

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GW Henssler & Associates's UVV Position: Q1 2020 in Review

GW Henssler & Associates sold out of Universal Corp (UVV) in Q1 2020, closing a stake of 3,546 shares — an estimated $202K sold.

GW Henssler & Associates first reported a position in UVV in Q1 2017 and held it in 3 quarters. The position peaked at $286K in Q1 2019. 182 funds tracked by Wall St. Rank hold UVV as of Q1 2020.

  • GW Henssler & Associates reported no remaining Universal Corp position as of Q1 2020 after selling out during the quarter.
  • GW Henssler & Associates sold 3,546 Universal Corp shares in Q1 2020, an estimated $202K.
  • GW Henssler & Associates first reported a position in Universal Corp in Q1 2017 and held it in 3 quarters.
  • GW Henssler & Associates's Universal Corp position peaked at $286K in Q1 2019.
  • 182 funds tracked by Wall St. Rank held Universal Corp as of Q1 2020.

Based on GW Henssler & Associates's 13F filing for Q1 2020, filed 27 Apr 2020.