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Jackson Financial Management’s Universal Corp UVV Stock Holding History

Jackson Financial Management’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 		– Sell
-4,000
Closed -$260K – 37
2018
Q3 		$260K Buy
+4,000
New +$255K 0.21% 35

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

Jackson Financial Management's UVV Position: Q4 2018 in Review

Jackson Financial Management sold out of Universal Corp (UVV) in Q4 2018, closing a stake of 4,000 shares — an estimated $260K sold.

Jackson Financial Management first reported a position in UVV in Q3 2018 and held it in 1 quarter. The position peaked at $260K in Q3 2018. 200 funds tracked by Wall St. Rank hold UVV as of Q4 2018.

  • Jackson Financial Management reported no remaining Universal Corp position as of Q4 2018 after selling out during the quarter.
  • Jackson Financial Management sold 4,000 Universal Corp shares in Q4 2018, an estimated $260K.
  • Jackson Financial Management first reported a position in Universal Corp in Q3 2018 and held it in 1 quarter.
  • Jackson Financial Management's Universal Corp position peaked at $260K in Q3 2018.
  • 200 funds tracked by Wall St. Rank held Universal Corp as of Q4 2018.

Based on Jackson Financial Management's 13F filing for Q4 2018, filed 7 Feb 2019.