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Whitener Capital Management’s Universal Corp UVV Stock Holding History

Whitener Capital 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
2019
Q4 		– Sell
-100
Closed -$5K – 411
2019
Q3 		$5K Hold
100
– – ﹤0.01% 406
2019
Q2 		$6K Hold
100
– – ﹤0.01% 386
2019
Q1 		$5K Hold
100
– – ﹤0.01% 388
2018
Q4 		$5K Hold
100
– – ﹤0.01% 367
2018
Q3 		$6K Buy
+100
New +$6.37K ﹤0.01% 370
2018
Q2 		– Sell
-100
Closed -$4K – 383
2018
Q1 		$4K Sell
100
-200
-67% -$9.92K ﹤0.01% 397
2017
Q4 		$15K Buy
+300
New +$16.7K 0.01% 288

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Whitener Capital Management's UVV Position: Q4 2019 in Review

Whitener Capital Management sold out of Universal Corp (UVV) in Q4 2019, closing a stake of 100 shares — an estimated $5K sold.

Whitener Capital Management first reported a position in UVV in Q4 2017 and held it in 7 quarters. The position peaked at $15K in Q4 2017. 183 funds tracked by Wall St. Rank hold UVV as of Q4 2019.

  • Whitener Capital Management reported no remaining Universal Corp position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 100 Universal Corp shares in Q4 2019, an estimated $5K.
  • Whitener Capital Management first reported a position in Universal Corp in Q4 2017 and held it in 7 quarters.
  • Whitener Capital Management's Universal Corp position peaked at $15K in Q4 2017.
  • 183 funds tracked by Wall St. Rank held Universal Corp as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.