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Ladenburg Thalmann Financial Services’s Universal Corp UVV Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$505K Buy
8,865
+342
+4% +$18.5K ﹤0.01% 1813
2019
Q3 		$466K Buy
8,523
+522
+7% +$29.3K ﹤0.01% 1826
2019
Q2 		$486K Buy
8,001
+1,834
+30% +$103K ﹤0.01% 1772
2019
Q1 		$355K Buy
6,167
+1,757
+40% +$101K ﹤0.01% 1957
2018
Q4 		$240K Buy
4,410
+619
+16% +$39.9K ﹤0.01% 2099
2018
Q3 		$246K Sell
3,791
-481
-11% -$30.7K ﹤0.01% 2150
2018
Q2 		$206K Hold
4,272
– – ﹤0.01% 2212
2018
Q1 		$206K Sell
4,272
-98
-2% -$4.86K ﹤0.01% 2212
2017
Q4 		$229K Sell
4,370
-4,702
-52% -$261K ﹤0.01% 2111
2017
Q3 		$520K Sell
9,072
-2,026
-18% -$121K 0.01% 1440
2017
Q2 		$718K Sell
11,098
-197
-2% -$13.7K 0.01% 1150
2017
Q1 		$799K Sell
11,295
-373
-3% -$26K 0.01% 1023
2016
Q4 		$744K Sell
11,668
-485
-4% -$27.7K 0.01% 1021
2016
Q3 		$708K Sell
12,153
-699
-5% -$41.2K 0.01% 987
2016
Q2 		$737K Sell
12,852
-1,106
-8% -$60.9K 0.01% 912
2016
Q1 		$795K Buy
13,958
+6,079
+77% +$330K 0.01% 799
2015
Q4 		$441K Buy
7,879
+107
+1% +$5.85K 0.01% 1095
2015
Q3 		$388K Buy
7,772
+280
+4% +$14.7K 0.01% 1103
2015
Q2 		$429K Buy
7,492
+1,333
+22% +$67.4K 0.01% 1134
2015
Q1 		$291K Buy
6,159
+5,966
+3,091% +$264K 0.01% 1333
2014
Q4 		$8K Buy
193
+93
+93% +$3.92K ﹤0.01% 3534
2014
Q3 		$4K Hold
100
– – ﹤0.01% 3508
2014
Q2 		$6K Hold
100
– – ﹤0.01% 3324
2014
Q1 		$6K Buy
+100
New +$5.47K ﹤0.01% 3207

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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

Ladenburg Thalmann Financial Services's UVV Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Universal Corp (UVV) stake by 4% in Q4 2019, buying an estimated $18.5K and bringing the position to 8,865 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Ladenburg Thalmann Financial Services first reported a position in UVV in Q1 2014 and has held it in 24 quarters since. The position peaked at $799K in Q1 2017. 183 funds tracked by Wall St. Rank hold UVV as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 8,865 shares of Universal Corp worth $505K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 342 Universal Corp shares in Q4 2019, an estimated $18.5K.
  • Universal Corp made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1813 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Universal Corp in Q1 2014 and has held it in 24 quarters since.
  • Ladenburg Thalmann Financial Services's Universal Corp position peaked at $799K in Q1 2017.
  • 183 funds tracked by Wall St. Rank held Universal Corp as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.