MPS Loria Financial Planners’s Universal Corp UVV Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-201	Closed	-$11K	–	541
2021 Q1	$11K	Sell	201 -1	-0.5%	-$52	0.01%	288
2020 Q4	$10K	Hold	202	–	–	﹤0.01%	302
2020 Q3	$8K	Hold	202	–	–	﹤0.01%	251
2020 Q2	$9K	Buy	+202	New	+$8.88K	﹤0.01%	254
2017 Q3	–	Sell	-202	Closed	-$12K	–	319
2017 Q2	$12K	Buy	+202	New	+$14K	0.01%	280

Other funds holding UVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MPS Loria Financial Planners's UVV Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Universal Corp (UVV) in Q2 2021, closing a stake of 201 shares — an estimated $11K sold.

MPS Loria Financial Planners first reported a position in UVV in Q2 2017 and held it in 5 quarters. The position peaked at $12K in Q2 2017. 174 funds tracked by Wall St. Rank hold UVV as of Q2 2021.

MPS Loria Financial Planners reported no remaining Universal Corp position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 201 Universal Corp shares in Q2 2021, an estimated $11K.
MPS Loria Financial Planners first reported a position in Universal Corp in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Universal Corp position peaked at $12K in Q2 2017.
174 funds tracked by Wall St. Rank held Universal Corp as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.