Advisor Partners’s Universal Corp UVV Stock Holding History

Advisor Partners’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
2022 Q2	$349K	Buy	5,770 +167	+3%	+$9.96K	0.02%	590
2022 Q1	$325K	Buy	5,603 +378	+7%	+$20.8K	0.02%	648
2021 Q4	$287K	Sell	5,225 -466	-8%	-$23.2K	0.02%	682
2021 Q3	$275K	Buy	5,691 +93	+2%	+$4.72K	0.02%	670
2021 Q2	$319K	Sell	5,598 -18	-0.3%	-$1.04K	0.02%	637
2021 Q1	$331K	Buy	5,616 +406	+8%	+$21.3K	0.02%	601
2020 Q4	$253K	Buy	5,210 +185	+4%	+$8.33K	0.02%	632
2020 Q3	$210K	Buy	+5,025	New	+$215K	0.02%	615

Other funds holding UVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advisor Partners's UVV Position: Q2 2022 in Review

Advisor Partners increased its Universal Corp (UVV) stake by 3% in Q2 2022, buying an estimated $9.96K and bringing the position to 5,770 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #590.

Advisor Partners first reported a position in UVV in Q3 2020 and has held it in 8 quarters since. 186 funds tracked by Wall St. Rank hold UVV as of Q2 2022.

Advisor Partners held 5,770 shares of Universal Corp worth $349K as of Q2 2022.
Advisor Partners bought 167 Universal Corp shares in Q2 2022, an estimated $9.96K.
Universal Corp made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #590 holding.
Advisor Partners first reported a position in Universal Corp in Q3 2020 and has held it in 8 quarters since.
186 funds tracked by Wall St. Rank held Universal Corp as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.