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James Investment Research’s Universal Corp UVV Stock Holding History

James Investment Research’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
Q3 		– Sell
-3,685
Closed -$224K – 655
2019
Q2 		$224K Sell
3,685
-7,605
-67% -$426K 0.02% 338
2019
Q1 		$651K Sell
11,290
-7,110
-39% -$409K 0.04% 399
2018
Q4 		$996K Buy
+18,400
New +$1.19M 0.06% 378
2018
Q2 		– Sell
-55,757
Closed -$2.7M – 864
2018
Q1 		$2.7M Buy
55,757
+12,487
+29% +$619K 0.1% 191
2017
Q4 		$2.27M Sell
43,270
-660
-2% -$36.7K 0.08% 232
2017
Q3 		$2.52M Buy
+43,930
New +$2.63M 0.08% 193

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

James Investment Research's UVV Position: Q3 2019 in Review

James Investment Research sold out of Universal Corp (UVV) in Q3 2019, closing a stake of 3,685 shares — an estimated $224K sold.

James Investment Research first reported a position in UVV in Q3 2017 and held it in 6 quarters. The position peaked at $2.7M in Q1 2018. 183 funds tracked by Wall St. Rank hold UVV as of Q3 2019.

  • James Investment Research reported no remaining Universal Corp position as of Q3 2019 after selling out during the quarter.
  • James Investment Research sold 3,685 Universal Corp shares in Q3 2019, an estimated $224K.
  • James Investment Research first reported a position in Universal Corp in Q3 2017 and held it in 6 quarters.
  • James Investment Research's Universal Corp position peaked at $2.7M in Q1 2018.
  • 183 funds tracked by Wall St. Rank held Universal Corp as of Q3 2019.

Based on James Investment Research's 13F filing for Q3 2019, filed 30 Oct 2019.