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Paloma Partners’s Universal Corp UVV Stock Holding History

Paloma Partners’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
-3,553
Closed -$210K – 2303
2021
Q1 		$210K Buy
+3,553
New +$187K ﹤0.01% 1753
2020
Q4 		– Sell
-10,021
Closed -$420K – 2254
2020
Q3 		$420K Buy
10,021
+3,069
+44% +$131K 0.01% 1280
2020
Q2 		$295K Buy
+6,952
New +$306K 0.01% 1478
2020
Q1 		– Sell
-4,387
Closed -$250K – 2103
2019
Q4 		$250K Sell
4,387
-2,346
-35% -$127K ﹤0.01% 1863
2019
Q3 		$369K Buy
6,733
+2,533
+60% +$142K 0.01% 1391
2019
Q2 		$255K Buy
+4,200
New +$235K ﹤0.01% 1395
2018
Q3 		– Sell
-7,650
Closed -$506K – 1958
2018
Q2 		$506K Buy
+7,650
New +$424K 0.01% 1030
2018
Q1 		– Sell
-5,003
Closed -$263K – 2279
2017
Q4 		$263K Buy
5,003
+560
+13% +$31.1K ﹤0.01% 1611
2017
Q3 		$255K Sell
4,443
-12,681
-74% -$758K ﹤0.01% 1878
2017
Q2 		$1.11M Buy
+17,124
New +$1.19M 0.01% 1141
2016
Q3 		– Sell
-3,776
Closed -$218K – 2144
2016
Q2 		$218K Buy
+3,776
New +$208K ﹤0.01% 1921
2015
Q3 		– Sell
-5,300
Closed -$304K – 1940
2015
Q2 		$304K Sell
5,300
-4,601
-46% -$233K 0.01% 1325
2015
Q1 		$467K Buy
+9,901
New +$438K 0.01% 812
2014
Q4 		– Sell
-118,735
Closed -$5.27M – 1382
2014
Q3 		$5.27M Buy
+118,735
New +$6.12M 0.24% 93

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paloma Partners's UVV Position: Q2 2021 in Review

Paloma Partners sold out of Universal Corp (UVV) in Q2 2021, closing a stake of 3,553 shares — an estimated $210K sold.

Paloma Partners first reported a position in UVV in Q3 2014 and held it in 14 quarters. The position peaked at $5.27M in Q3 2014. 174 funds tracked by Wall St. Rank hold UVV as of Q2 2021.

  • Paloma Partners reported no remaining Universal Corp position as of Q2 2021 after selling out during the quarter.
  • Paloma Partners sold 3,553 Universal Corp shares in Q2 2021, an estimated $210K.
  • Paloma Partners first reported a position in Universal Corp in Q3 2014 and held it in 14 quarters.
  • Paloma Partners's Universal Corp position peaked at $5.27M in Q3 2014.
  • 174 funds tracked by Wall St. Rank held Universal Corp as of Q2 2021.

Based on Paloma Partners's 13F filing for Q2 2021, filed 16 Aug 2021.