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Paulson Wealth Management’s Universal Corp UVV Stock Holding History

Paulson Wealth Management’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
2018
Q1 		– Sell
-410
Closed -$22K – 506
2017
Q4 		$22K Buy
+410
New +$22.8K 0.02% 277

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Paulson Wealth Management's UVV Position: Q1 2018 in Review

Paulson Wealth Management sold out of Universal Corp (UVV) in Q1 2018, closing a stake of 410 shares — an estimated $22K sold.

Paulson Wealth Management first reported a position in UVV in Q4 2017 and held it in 1 quarter. The position peaked at $22K in Q4 2017. 182 funds tracked by Wall St. Rank hold UVV as of Q1 2018.

  • Paulson Wealth Management reported no remaining Universal Corp position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 410 Universal Corp shares in Q1 2018, an estimated $22K.
  • Paulson Wealth Management first reported a position in Universal Corp in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Universal Corp position peaked at $22K in Q4 2017.
  • 182 funds tracked by Wall St. Rank held Universal Corp as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.