MA
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Marshwinds Advisory’s Universal Corp UVV Stock Holding History

Marshwinds Advisory’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
2018
Q4 		$551K Buy
10,178
+215
+2% +$13.8K 0.29% 78
2018
Q3 		$648K Buy
9,963
+15
+0.2% +$956 0.3% 80
2018
Q2 		$657K Buy
9,948
+16
+0.2% +$886 0.31% 81
2018
Q1 		$482K Buy
9,932
+115
+1% +$5.7K 0.23% 91
2017
Q4 		$515K Buy
9,817
+12
+0.1% +$667 0.24% 89
2017
Q3 		$562K Buy
9,805
+12
+0.1% +$717 0.26% 86
2017
Q2 		$634K Buy
9,793
+9
+0.1% +$625 0.3% 78
2017
Q1 		$692K Buy
9,784
+9
+0.1% +$627 0.32% 77
2016
Q4 		$623K Buy
9,775
+13
+0.1% +$742 0.3% 82
2016
Q3 		$568K Buy
9,762
+10
+0.1% +$590 0.28% 86
2016
Q2 		$563K Buy
9,752
+173
+2% +$9.53K 0.27% 87
2016
Q1 		$544K Buy
9,579
+13
+0.1% +$706 0.28% 85
2015
Q4 		$536K Sell
9,566
-238
-2% -$13K 0.28% 85
2015
Q3 		$486K Sell
9,804
-188
-2% -$9.88K 0.26% 91
2015
Q2 		$573K Sell
9,992
-187
-2% -$9.46K 0.29% 84
2015
Q1 		$480K Buy
10,179
+13
+0.1% +$575 0.23% 99
2014
Q4 		$447K Buy
10,166
+15
+0.1% +$632 0.21% 104
2014
Q3 		$451K Buy
10,151
+11
+0.1% +$567 0.22% 102
2014
Q2 		$561K Buy
10,140
+10
+0.1% +$545 0.27% 93
2014
Q1 		$566K Buy
10,130
+11
+0.1% +$602 0.29% 91
2013
Q4 		$553K Sell
10,119
-339
-3% -$17.6K 0.29% 89
2013
Q3 		$533K Buy
10,458
+9
+0.1% +$498 0.31% 91
2013
Q2 		$604K Buy
+10,449
New +$607K 0.36% 80

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Marshwinds Advisory's UVV Position: Q4 2018 in Review

Marshwinds Advisory increased its Universal Corp (UVV) stake by 2.2% in Q4 2018, buying an estimated $13.8K and bringing the position to 10,178 shares worth $551K. The position accounts for 0.29% of the portfolio, ranked #78.

Marshwinds Advisory first reported a position in UVV in Q2 2013 and has held it in 23 quarters since. The position peaked at $692K in Q1 2017. 200 funds tracked by Wall St. Rank hold UVV as of Q4 2018.

  • Marshwinds Advisory held 10,178 shares of Universal Corp worth $551K as of Q4 2018.
  • Marshwinds Advisory bought 215 Universal Corp shares in Q4 2018, an estimated $13.8K.
  • Universal Corp made up 0.29% of Marshwinds Advisory's portfolio in Q4 2018, its #78 holding.
  • Marshwinds Advisory first reported a position in Universal Corp in Q2 2013 and has held it in 23 quarters since.
  • Marshwinds Advisory's Universal Corp position peaked at $692K in Q1 2017.
  • 200 funds tracked by Wall St. Rank held Universal Corp as of Q4 2018.

Based on Marshwinds Advisory's 13F filing for Q4 2018, filed 7 Jan 2019.