LA
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Lucus Advisors’s Universal Corp UVV Stock Holding History

Lucus 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
2017
Q3 		– Sell
-5,605
Closed -$363K – 257
2017
Q2 		$363K Sell
5,605
-181
-3% -$12.6K 0.49% 31
2017
Q1 		$409K Buy
+5,786
New +$403K 0.38% 125
2016
Q4 		– Sell
-6,831
Closed -$398K – 174
2016
Q3 		$398K Buy
+6,831
New +$403K 0.34% 71

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

Lucus Advisors's UVV Position: Q3 2017 in Review

Lucus Advisors sold out of Universal Corp (UVV) in Q3 2017, closing a stake of 5,605 shares — an estimated $363K sold.

Lucus Advisors first reported a position in UVV in Q3 2016 and held it in 3 quarters. The position peaked at $409K in Q1 2017. 174 funds tracked by Wall St. Rank hold UVV as of Q3 2017.

  • Lucus Advisors reported no remaining Universal Corp position as of Q3 2017 after selling out during the quarter.
  • Lucus Advisors sold 5,605 Universal Corp shares in Q3 2017, an estimated $363K.
  • Lucus Advisors first reported a position in Universal Corp in Q3 2016 and held it in 3 quarters.
  • Lucus Advisors's Universal Corp position peaked at $409K in Q1 2017.
  • 174 funds tracked by Wall St. Rank held Universal Corp as of Q3 2017.

Based on Lucus Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.