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HL Financial Services’s Universal Corp UVV Stock Holding History

HL Financial Services’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
Q1 		$253K Hold
4,386
– – ﹤0.01% 656
2018
Q4 		$238K Hold
4,386
– – ﹤0.01% 653
2018
Q3 		$285K Hold
4,386
– – ﹤0.01% 654
2018
Q2 		$290K Hold
4,386
– – 0.01% 590
2018
Q1 		$213K Hold
4,386
– – ﹤0.01% 659
2017
Q4 		$230K Hold
4,386
– – ﹤0.01% 564
2017
Q3 		$251K Buy
+4,386
New +$262K ﹤0.01% 606

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

HL Financial Services's UVV Position: Q1 2019 in Review

HL Financial Services held its Universal Corp (UVV) position steady in Q1 2019 at 4,386 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

HL Financial Services first reported a position in UVV in Q3 2017 and has held it in 7 quarters since. The position peaked at $290K in Q2 2018. 203 funds tracked by Wall St. Rank hold UVV as of Q1 2019.

  • HL Financial Services held 4,386 shares of Universal Corp worth $253K as of Q1 2019.
  • HL Financial Services left its Universal Corp share count unchanged in Q1 2019.
  • Universal Corp made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #656 holding.
  • HL Financial Services first reported a position in Universal Corp in Q3 2017 and has held it in 7 quarters since.
  • HL Financial Services's Universal Corp position peaked at $290K in Q2 2018.
  • 203 funds tracked by Wall St. Rank held Universal Corp as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.