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Northeast Financial Consultants’s Universal Corp UVV Stock Holding History

Northeast Financial Consultants’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
2020
Q2 		– Sell
-11,000
Closed -$486K – 313
2020
Q1 		$486K Hold
11,000
– – 0.06% 161
2019
Q4 		$628K Hold
11,000
– – 0.06% 164
2019
Q3 		$603K Hold
11,000
– – 0.06% 165
2019
Q2 		$668K Hold
11,000
– – 0.07% 162
2019
Q1 		$634K Hold
11,000
– – 0.07% 160
2018
Q4 		$596K Buy
+11,000
New +$708K 0.08% 114

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Northeast Financial Consultants's UVV Position: Q2 2020 in Review

Northeast Financial Consultants sold out of Universal Corp (UVV) in Q2 2020, closing a stake of 11,000 shares — an estimated $486K sold.

Northeast Financial Consultants first reported a position in UVV in Q4 2018 and held it in 6 quarters. The position peaked at $668K in Q2 2019. 186 funds tracked by Wall St. Rank hold UVV as of Q2 2020.

  • Northeast Financial Consultants reported no remaining Universal Corp position as of Q2 2020 after selling out during the quarter.
  • Northeast Financial Consultants sold 11,000 Universal Corp shares in Q2 2020, an estimated $486K.
  • Northeast Financial Consultants first reported a position in Universal Corp in Q4 2018 and held it in 6 quarters.
  • Northeast Financial Consultants's Universal Corp position peaked at $668K in Q2 2019.
  • 186 funds tracked by Wall St. Rank held Universal Corp as of Q2 2020.

Based on Northeast Financial Consultants's 13F filing for Q2 2020, filed 30 Jul 2020.