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JOYN Advisors’s Universal Corp UVV Stock Holding History

JOYN Advisors’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 		– Sell
-349
Closed -$19K – 1347
2018
Q4 		$19K Buy
349
+64
+22% +$4.12K ﹤0.01% 696
2018
Q3 		$19K Sell
285
-274
-49% -$17.5K ﹤0.01% 710
2018
Q2 		$37K Sell
559
-145
-21% -$8.03K 0.01% 481
2018
Q1 		$34K Buy
+704
New +$34.9K 0.01% 565

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

JOYN Advisors's UVV Position: Q1 2019 in Review

JOYN Advisors sold out of Universal Corp (UVV) in Q1 2019, closing a stake of 349 shares — an estimated $19K sold.

JOYN Advisors first reported a position in UVV in Q1 2018 and held it in 4 quarters. The position peaked at $37K in Q2 2018. 203 funds tracked by Wall St. Rank hold UVV as of Q1 2019.

  • JOYN Advisors reported no remaining Universal Corp position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 349 Universal Corp shares in Q1 2019, an estimated $19K.
  • JOYN Advisors first reported a position in Universal Corp in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Universal Corp position peaked at $37K in Q2 2018.
  • 203 funds tracked by Wall St. Rank held Universal Corp as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.