TF
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Tompkins Financial’s Universal Corp UVV Stock Holding History

Tompkins 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
2020
Q1 		– Sell
-81
Closed -$5K – 449
2019
Q4 		$5K Hold
81
– – ﹤0.01% 371
2019
Q3 		$4K Hold
81
– – ﹤0.01% 334
2019
Q2 		$5K Sell
81
-119
-60% -$6.67K ﹤0.01% 335
2019
Q1 		$12K Sell
200
-200
-50% -$11.5K ﹤0.01% 344
2018
Q4 		$22K Hold
400
– – ﹤0.01% 295
2018
Q3 		$26K Hold
400
– – 0.01% 302
2018
Q2 		$26K Hold
400
– – 0.01% 318
2018
Q1 		$19K Hold
400
– – ﹤0.01% 327
2017
Q4 		$21K Buy
+400
New +$22.2K ﹤0.01% 291

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tompkins Financial's UVV Position: Q1 2020 in Review

Tompkins Financial sold out of Universal Corp (UVV) in Q1 2020, closing a stake of 81 shares — an estimated $5K sold.

Tompkins Financial first reported a position in UVV in Q4 2017 and held it in 9 quarters. The position peaked at $26K in Q3 2018. 182 funds tracked by Wall St. Rank hold UVV as of Q1 2020.

  • Tompkins Financial reported no remaining Universal Corp position as of Q1 2020 after selling out during the quarter.
  • Tompkins Financial sold 81 Universal Corp shares in Q1 2020, an estimated $5K.
  • Tompkins Financial first reported a position in Universal Corp in Q4 2017 and held it in 9 quarters.
  • Tompkins Financial's Universal Corp position peaked at $26K in Q3 2018.
  • 182 funds tracked by Wall St. Rank held Universal Corp as of Q1 2020.

Based on Tompkins Financial's 13F filing for Q1 2020, filed 22 Apr 2020.