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LS Investment Advisors’s Universal Corp UVV Stock Holding History

LS Investment 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
2015
Q1 		– Sell
-550
Closed -$24K – 977
2014
Q4 		$24K Hold
550
– – ﹤0.01% 752
2014
Q3 		$24K Hold
550
– – ﹤0.01% 752
2014
Q2 		$30K Hold
550
– – ﹤0.01% 726
2014
Q1 		$31K Hold
550
– – ﹤0.01% 718
2013
Q4 		$30K Hold
550
– – ﹤0.01% 741
2013
Q3 		$28K Hold
550
– – ﹤0.01% 604
2013
Q2 		$32K Buy
+550
New +$32K ﹤0.01% 425

Other funds holding UVV

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LS Investment Advisors's UVV Position: Q1 2015 in Review

LS Investment Advisors sold out of Universal Corp (UVV) in Q1 2015, closing a stake of 550 shares — an estimated $24K sold.

LS Investment Advisors first reported a position in UVV in Q2 2013 and held it in 7 quarters. The position peaked at $32K in Q2 2013. 166 funds tracked by Wall St. Rank hold UVV as of Q1 2015.

  • LS Investment Advisors reported no remaining Universal Corp position as of Q1 2015 after selling out during the quarter.
  • LS Investment Advisors sold 550 Universal Corp shares in Q1 2015, an estimated $24K.
  • LS Investment Advisors first reported a position in Universal Corp in Q2 2013 and held it in 7 quarters.
  • LS Investment Advisors's Universal Corp position peaked at $32K in Q2 2013.
  • 166 funds tracked by Wall St. Rank held Universal Corp as of Q1 2015.

Based on LS Investment Advisors's 13F filing for Q1 2015, filed 13 May 2015.