American Portfolios Advisors’s Universal Corp UVV Stock Holding History

American Portfolios Advisors’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 Q3	$13.8K	Hold	300	–	–	﹤0.01%	2374
2022 Q2	$18.1K	Hold	300	–	–	﹤0.01%	2277
2022 Q1	$17.4K	Sell	300 -100	-25%	-$5.5K	﹤0.01%	2444
2021 Q4	$22K	Buy	+400	New	+$19.9K	﹤0.01%	2280
2020 Q3	–	Sell	-54	Closed	-$2.3K	–	2993
2020 Q2	$2.3K	Sell	54 -672	-93%	-$29.6K	﹤0.01%	2503
2020 Q1	$32.1K	Buy	726 +47	+7%	+$2.35K	﹤0.01%	1349
2019 Q4	$38.7K	Hold	679	–	–	﹤0.01%	1448
2019 Q3	$37.2K	Buy	679 +20	+3%	+$1.12K	﹤0.01%	1401
2019 Q2	$40K	Buy	659 +70	+12%	+$3.92K	﹤0.01%	1368
2019 Q1	$33.9K	Buy	589 +321	+120%	+$18.4K	﹤0.01%	1353
2018 Q4	$14.5K	Buy	268 +38	+17%	+$2.45K	﹤0.01%	1490
2018 Q3	$14.9K	Sell	230 -16	-7%	-$1.02K	﹤0.01%	1590
2018 Q2	$16.2K	Buy	246 +50	+26%	+$2.77K	﹤0.01%	1530
2018 Q1	$9.51K	Buy	196 +96	+96%	+$4.76K	﹤0.01%	1650
2017 Q4	$5.25K	Buy	+100	New	+$5.55K	﹤0.01%	1817

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

American Portfolios Advisors's UVV Position: Q3 2022 in Review

American Portfolios Advisors held its Universal Corp (UVV) position steady in Q3 2022 at 300 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2374.

American Portfolios Advisors first reported a position in UVV in Q4 2017 and has held it in 15 quarters since. The position peaked at $40K in Q2 2019. 181 funds tracked by Wall St. Rank hold UVV as of Q3 2022.

American Portfolios Advisors held 300 shares of Universal Corp worth $13.8K as of Q3 2022.
American Portfolios Advisors left its Universal Corp share count unchanged in Q3 2022.
Universal Corp made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2374 holding.
American Portfolios Advisors first reported a position in Universal Corp in Q4 2017 and has held it in 15 quarters since.
American Portfolios Advisors's Universal Corp position peaked at $40K in Q2 2019.
181 funds tracked by Wall St. Rank held Universal Corp as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.