Stifel Financial
UVV icon

Stifel Financial’s Universal Corp UVV Stock Holding History

Stifel Financial’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
2017
Q2 		– Sell
-6,836
Closed -$482K – 2623
2017
Q1 		$482K Sell
6,836
-3,320
-33% -$231K ﹤0.01% 1836
2016
Q4 		$647K Buy
10,156
+665
+7% +$38K ﹤0.01% 1633
2016
Q3 		$553K Buy
9,491
+541
+6% +$31.9K ﹤0.01% 1672
2016
Q2 		$517K Buy
8,950
+117
+1% +$6.45K ﹤0.01% 1739
2016
Q1 		$502K Buy
8,833
+5
+0.1% +$271 ﹤0.01% 1579
2015
Q4 		$495K Buy
+8,828
New +$483K ﹤0.01% 1671
2015
Q2 		– Sell
-4,463
Closed -$210K – 2429
2015
Q1 		$210K Buy
+4,463
New +$197K ﹤0.01% 2090
2014
Q3 		– Sell
-5,753
Closed -$319K – 2328
2014
Q2 		$319K Buy
5,753
+897
+18% +$48.9K ﹤0.01% 1740
2014
Q1 		$271K Buy
+4,856
New +$266K ﹤0.01% 1783

Other funds holding UVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stifel Financial's UVV Position: Q2 2017 in Review

Stifel Financial sold out of Universal Corp (UVV) in Q2 2017, closing a stake of 6,836 shares — an estimated $482K sold.

Stifel Financial first reported a position in UVV in Q1 2014 and held it in 9 quarters. The position peaked at $647K in Q4 2016. 195 funds tracked by Wall St. Rank hold UVV as of Q2 2017.

  • Stifel Financial reported no remaining Universal Corp position as of Q2 2017 after selling out during the quarter.
  • Stifel Financial sold 6,836 Universal Corp shares in Q2 2017, an estimated $482K.
  • Stifel Financial first reported a position in Universal Corp in Q1 2014 and held it in 9 quarters.
  • Stifel Financial's Universal Corp position peaked at $647K in Q4 2016.
  • 195 funds tracked by Wall St. Rank held Universal Corp as of Q2 2017.

Based on Stifel Financial's 13F filing for Q2 2017, filed 14 Aug 2017.