Mount Lucas Management’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,485
| Closed | -$614K | – | 145 |
|
|
2017
Q2 | $614K | Buy |
+9,485
| New | +$614K | 0.12% | 89 |
|
|
2015
Q2 | – | Sell |
-17,880
| Closed | -$843K | – | 117 |
|
|
2015
Q1 | $843K | Buy |
17,880
+1,297
| +8% | +$61.2K | 0.14% | 69 |
|
|
2014
Q4 | $729K | Sell |
16,583
-13,807
| -45% | -$607K | 0.08% | 66 |
|
|
2014
Q3 | $1.35M | Buy |
30,390
+2,799
| +10% | +$124K | 0.23% | 63 |
|
|
2014
Q2 | $1.53M | Sell |
27,591
-8,230
| -23% | -$455K | 0.2% | 80 |
|
|
2014
Q1 | $2M | Buy |
35,821
+18,833
| +111% | +$1.05M | 0.27% | 52 |
|
|
2013
Q4 | $928K | Buy |
+16,988
| New | +$928K | 0.2% | 64 |
|