Algert Global’s Universal Corp UVV Stock Holding History

Algert Global’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
2025 Q3	–	Sell	-7,280	Closed	-$424K	–	1350
2025 Q2	$424K	Buy	+7,280	New	+$419K	0.01%	967
2019 Q4	–	Sell	-6,537	Closed	-$358K	–	442
2019 Q3	$358K	Sell	6,537 -42,419	-87%	-$2.38M	0.13%	192
2019 Q2	$2.98M	Buy	+48,956	New	+$2.74M	1.1%	8
2018 Q3	–	Sell	-6,524	Closed	-$431K	–	388
2018 Q2	$431K	Buy	+6,524	New	+$361K	0.09%	256

Other funds holding UVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Algert Global's UVV Position: Q3 2025 in Review

Algert Global sold out of Universal Corp (UVV) in Q3 2025, closing a stake of 7,280 shares — an estimated $424K sold.

Algert Global first reported a position in UVV in Q2 2018 and held it in 4 quarters. The position peaked at $2.98M in Q2 2019. 229 funds tracked by Wall St. Rank hold UVV as of Q3 2025.

Algert Global reported no remaining Universal Corp position as of Q3 2025 after selling out during the quarter.
Algert Global sold 7,280 Universal Corp shares in Q3 2025, an estimated $424K.
Algert Global first reported a position in Universal Corp in Q2 2018 and held it in 4 quarters.
Algert Global's Universal Corp position peaked at $2.98M in Q2 2019.
229 funds tracked by Wall St. Rank held Universal Corp as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.