JG
UVV icon

Jefferies Group’s Universal Corp UVV Stock Holding History

Jefferies Group’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
Q3 		– Sell
-12,503
Closed -$826K – 2766
2018
Q2 		$826K Buy
12,503
+4,538
+57% +$251K ﹤0.01% 1366
2018
Q1 		$386K Sell
7,965
-13,479
-63% -$668K ﹤0.01% 1653
2017
Q4 		$1.13M Buy
21,444
+16,474
+331% +$915K 0.01% 1292
2017
Q3 		$285K Buy
+4,970
New +$297K ﹤0.01% 1904
2017
Q2 		– Sell
-2,963
Closed -$210K – 2590
2017
Q1 		$210K Buy
+2,963
New +$207K ﹤0.01% 2004

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Jefferies Group's UVV Position: Q3 2018 in Review

Jefferies Group sold out of Universal Corp (UVV) in Q3 2018, closing a stake of 12,503 shares — an estimated $826K sold.

Jefferies Group first reported a position in UVV in Q1 2017 and held it in 5 quarters. The position peaked at $1.13M in Q4 2017. 179 funds tracked by Wall St. Rank hold UVV as of Q3 2018.

  • Jefferies Group reported no remaining Universal Corp position as of Q3 2018 after selling out during the quarter.
  • Jefferies Group sold 12,503 Universal Corp shares in Q3 2018, an estimated $826K.
  • Jefferies Group first reported a position in Universal Corp in Q1 2017 and held it in 5 quarters.
  • Jefferies Group's Universal Corp position peaked at $1.13M in Q4 2017.
  • 179 funds tracked by Wall St. Rank held Universal Corp as of Q3 2018.

Based on Jefferies Group's 13F filing for Q3 2018, filed 14 Nov 2018.