OPS
UVV icon

Orion Portfolio Solutions’s Universal Corp UVV Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-175
Closed -$7K – 1972
2020
Q2 		$7K Buy
175
+109
+165% +$4.79K ﹤0.01% 1359
2020
Q1 		$3K Buy
+66
New +$3.29K ﹤0.01% 1506

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Orion Portfolio Solutions's UVV Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Universal Corp (UVV) in Q3 2020, closing a stake of 175 shares — an estimated $7K sold.

Orion Portfolio Solutions first reported a position in UVV in Q1 2020 and held it in 2 quarters. The position peaked at $7K in Q2 2020. 176 funds tracked by Wall St. Rank hold UVV as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Universal Corp position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 175 Universal Corp shares in Q3 2020, an estimated $7K.
  • Orion Portfolio Solutions first reported a position in Universal Corp in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Universal Corp position peaked at $7K in Q2 2020.
  • 176 funds tracked by Wall St. Rank held Universal Corp as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.