JIM
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Jupiter Investment Management’s Universal Corp UVV Stock Holding History

Jupiter Investment 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
2017
Q3 		– Sell
-124,890
Closed -$8.08M – 456
2017
Q2 		$8.08M Buy
124,890
+21,654
+21% +$1.5M 0.1% 146
2017
Q1 		$7.3M Buy
+103,236
New +$7.2M 0.1% 134
2016
Q4 		– Sell
-6,846
Closed -$398K – 431
2016
Q3 		$398K Sell
6,846
-60,697
-90% -$3.58M 0.01% 299
2016
Q2 		$3.9M Buy
67,543
+8,480
+14% +$467K 0.07% 199
2016
Q1 		$3.35M Buy
+59,063
New +$3.21M 0.07% 202

Other funds holding UVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jupiter Investment Management's UVV Position: Q3 2017 in Review

Jupiter Investment Management sold out of Universal Corp (UVV) in Q3 2017, closing a stake of 124,890 shares — an estimated $8.08M sold.

Jupiter Investment Management first reported a position in UVV in Q1 2016 and held it in 5 quarters. The position peaked at $8.08M in Q2 2017. 174 funds tracked by Wall St. Rank hold UVV as of Q3 2017.

  • Jupiter Investment Management reported no remaining Universal Corp position as of Q3 2017 after selling out during the quarter.
  • Jupiter Investment Management sold 124,890 Universal Corp shares in Q3 2017, an estimated $8.08M.
  • Jupiter Investment Management first reported a position in Universal Corp in Q1 2016 and held it in 5 quarters.
  • Jupiter Investment Management's Universal Corp position peaked at $8.08M in Q2 2017.
  • 174 funds tracked by Wall St. Rank held Universal Corp as of Q3 2017.

Based on Jupiter Investment Management's 13F filing for Q3 2017, filed 1 Nov 2017.