NPPM
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North Point Portfolio Managers’s Universal Corp UVV Stock Holding History

North Point Portfolio Managers’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
-3,100
Closed -$201K – 86
2017
Q2 		$201K Hold
3,100
– – 0.04% 83
2017
Q1 		$219K Buy
+3,100
New +$216K 0.04% 79
2013
Q4 		– Sell
-4,875
Closed -$248K – 94
2013
Q3 		$248K Hold
4,875
– – 0.06% 82
2013
Q2 		$282K Buy
+4,875
New +$283K 0.07% 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

North Point Portfolio Managers's UVV Position: Q3 2017 in Review

North Point Portfolio Managers sold out of Universal Corp (UVV) in Q3 2017, closing a stake of 3,100 shares — an estimated $201K sold.

North Point Portfolio Managers first reported a position in UVV in Q2 2013 and held it in 4 quarters. The position peaked at $282K in Q2 2013. 174 funds tracked by Wall St. Rank hold UVV as of Q3 2017.

  • North Point Portfolio Managers reported no remaining Universal Corp position as of Q3 2017 after selling out during the quarter.
  • North Point Portfolio Managers sold 3,100 Universal Corp shares in Q3 2017, an estimated $201K.
  • North Point Portfolio Managers first reported a position in Universal Corp in Q2 2013 and held it in 4 quarters.
  • North Point Portfolio Managers's Universal Corp position peaked at $282K in Q2 2013.
  • 174 funds tracked by Wall St. Rank held Universal Corp as of Q3 2017.

Based on North Point Portfolio Managers's 13F filing for Q3 2017, filed 30 Oct 2017.