WIS
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Wright Investors Service’s Universal Corp UVV Stock Holding History

Wright Investors Service’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
2013
Q4 		– Sell
-6,790
Closed -$346K – 237
2013
Q3 		$346K Sell
6,790
-365
-5% -$20.2K 0.16% 177
2013
Q2 		$414K Buy
+7,155
New +$416K 0.2% 148

Other funds holding UVV

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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 $46.4B AUM 27.74% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Wright Investors Service's UVV Position: Q4 2013 in Review

Wright Investors Service sold out of Universal Corp (UVV) in Q4 2013, closing a stake of 6,790 shares — an estimated $346K sold.

Wright Investors Service first reported a position in UVV in Q2 2013 and held it in 2 quarters. The position peaked at $414K in Q2 2013. 163 funds tracked by Wall St. Rank hold UVV as of Q4 2013.

  • Wright Investors Service reported no remaining Universal Corp position as of Q4 2013 after selling out during the quarter.
  • Wright Investors Service sold 6,790 Universal Corp shares in Q4 2013, an estimated $346K.
  • Wright Investors Service first reported a position in Universal Corp in Q2 2013 and held it in 2 quarters.
  • Wright Investors Service's Universal Corp position peaked at $414K in Q2 2013.
  • 163 funds tracked by Wall St. Rank held Universal Corp as of Q4 2013.

Based on Wright Investors Service's 13F filing for Q4 2013, filed 28 Jan 2014.