SCVF
UVV icon

Small Cap Value Fund’s Universal Corp UVV Stock Holding History

Small Cap Value Fund’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
2015
Q2 		$4.21M Buy
+73,549
New +$3.72M 0.78% 30

Other funds holding UVV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Small Cap Value Fund's UVV Position: Q2 2015 in Review

Small Cap Value Fund opened a new position in Universal Corp (UVV) in Q2 2015: 73,549 shares worth $4.21M. The stake represents 0.78% of the portfolio and ranks #30 among its holdings.

189 funds tracked by Wall St. Rank hold UVV as of Q2 2015.

  • Small Cap Value Fund held 73,549 shares of Universal Corp worth $4.21M as of Q2 2015.
  • Universal Corp was a new Small Cap Value Fund position in Q2 2015.
  • Universal Corp made up 0.78% of Small Cap Value Fund's portfolio in Q2 2015, its #30 holding.
  • 189 funds tracked by Wall St. Rank held Universal Corp as of Q2 2015.

Based on Small Cap Value Fund's 13F filing for Q2 2015, filed 22 Jul 2015.