U
UVV icon

UBS’s Universal Corp UVV Stock Holding History

UBS’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
2014
Q3 		$1.83M Sell
41,309
-7,391
-15% -$381K ﹤0.01% 2988
2014
Q2 		$2.7M Sell
48,700
-50,793
-51% -$2.77M ﹤0.01% 2587
2014
Q1 		$5.56M Sell
99,493
-6,343
-6% -$347K ﹤0.01% 1762
2013
Q4 		$5.78M Buy
105,836
+30,605
+41% +$1.59M 0.01% 1728
2013
Q3 		$3.83M Buy
75,231
+49,642
+194% +$2.75M ﹤0.01% 1954
2013
Q2 		$1.48M Buy
+25,589
New +$1.49M ﹤0.01% 2882

Other funds holding UVV

ACM
Americafirst Capital Management Roseville, California $74M AUM 30.2% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS's UVV Position: Q3 2014 in Review

UBS reduced its Universal Corp (UVV) stake by 15% in Q3 2014, selling an estimated $381K and leaving 41,309 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2988.

UBS first reported a position in UVV in Q2 2013 and has held it in 6 quarters since. The position peaked at $5.78M in Q4 2013. 174 funds tracked by Wall St. Rank hold UVV as of Q3 2014.

  • UBS held 41,309 shares of Universal Corp worth $1.83M as of Q3 2014.
  • UBS sold 7,391 Universal Corp shares in Q3 2014, an estimated $381K.
  • Universal Corp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2988 holding.
  • UBS first reported a position in Universal Corp in Q2 2013 and has held it in 6 quarters since.
  • UBS's Universal Corp position peaked at $5.78M in Q4 2013.
  • 174 funds tracked by Wall St. Rank held Universal Corp as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.