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AlphaStar Capital Management’s Universal Corp UVV Stock Holding History

AlphaStar 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
2024
Q4 		– Sell
-5,201
Closed -$276K – 371
2024
Q3 		$276K Sell
5,201
-1,304
-20% -$67.4K 0.02% 315
2024
Q2 		$313K Sell
6,505
-1,656
-20% -$82.6K 0.03% 238
2024
Q1 		$422K Sell
8,161
-7,978
-49% -$434K 0.04% 192
2023
Q4 		$1.09M Sell
16,139
-6,795
-30% -$364K 0.1% 106
2023
Q3 		$1.08M Sell
22,934
-2,513
-10% -$121K 0.14% 92
2023
Q2 		$1.27M Sell
25,447
-23,344
-48% -$1.23M 0.14% 97
2023
Q1 		$2.58M Buy
48,791
+25,741
+112% +$1.35M 0.22% 69
2022
Q4 		$1.22M Buy
23,050
+1,044
+5% +$54.3K 0.13% 124
2022
Q3 		$1.01M Buy
22,006
+1,684
+8% +$88.2K 0.11% 127
2022
Q2 		$1.23M Buy
20,322
+3,742
+23% +$223K 0.11% 136
2022
Q1 		$963K Buy
16,580
+320
+2% +$17.6K 0.08% 171
2021
Q4 		$930K Sell
16,260
-9,047
-36% -$451K 0.07% 188
2021
Q3 		$1.23M Buy
25,307
+11,225
+80% +$570K 0.08% 181
2021
Q2 		$802K Buy
14,082
+885
+7% +$51.1K 0.1% 148
2021
Q1 		$778K Buy
13,197
+187
+1% +$9.82K 0.12% 120
2020
Q4 		$690K Sell
13,010
-25
-0.2% -$1.13K 0.12% 118
2020
Q3 		$550K Buy
13,035
+904
+7% +$38.7K 0.11% 119
2020
Q2 		$497K Buy
+12,131
New +$534K 0.11% 115

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AlphaStar Capital Management's UVV Position: Q4 2024 in Review

AlphaStar Capital Management sold out of Universal Corp (UVV) in Q4 2024, closing a stake of 5,201 shares — an estimated $276K sold.

AlphaStar Capital Management first reported a position in UVV in Q2 2020 and held it in 18 quarters. The position peaked at $2.58M in Q1 2023. 213 funds tracked by Wall St. Rank hold UVV as of Q4 2024.

  • AlphaStar Capital Management reported no remaining Universal Corp position as of Q4 2024 after selling out during the quarter.
  • AlphaStar Capital Management sold 5,201 Universal Corp shares in Q4 2024, an estimated $276K.
  • AlphaStar Capital Management first reported a position in Universal Corp in Q2 2020 and held it in 18 quarters.
  • AlphaStar Capital Management's Universal Corp position peaked at $2.58M in Q1 2023.
  • 213 funds tracked by Wall St. Rank held Universal Corp as of Q4 2024.

Based on AlphaStar Capital Management's 13F filing for Q4 2024, filed 28 Jan 2025.