Arlington Trust’s Universal Corp UVV Stock Holding History

Arlington Trust’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 Q1	–	Sell	-41	Closed	-$2.76K	–	876
2023 Q4	$2.76K	Buy	+41	New	+$2.2K	﹤0.01%	573

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

Pzena Investment Management New York $30.8B AUM 11.29% 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

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

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

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

Arlington Trust's UVV Position: Q1 2024 in Review

Arlington Trust sold out of Universal Corp (UVV) in Q1 2024, closing a stake of 41 shares — an estimated $2.76K sold.

Arlington Trust first reported a position in UVV in Q4 2023 and held it in 1 quarter. The position peaked at $2.76K in Q4 2023. 215 funds tracked by Wall St. Rank hold UVV as of Q1 2024.

Arlington Trust reported no remaining Universal Corp position as of Q1 2024 after selling out during the quarter.
Arlington Trust sold 41 Universal Corp shares in Q1 2024, an estimated $2.76K.
Arlington Trust first reported a position in Universal Corp in Q4 2023 and held it in 1 quarter.
Arlington Trust's Universal Corp position peaked at $2.76K in Q4 2023.
215 funds tracked by Wall St. Rank held Universal Corp as of Q1 2024.

Based on Arlington Trust's 13F filing for Q1 2024, filed 16 Apr 2024.