Avior Wealth Management’s Universal Corp UVV Stock Holding History

Avior Wealth 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
2025 Q1	–	Sell	-66	Closed	-$3.62K	–	2261
2024 Q4	$3.62K	Hold	66	–	–	﹤0.01%	1973
2024 Q3	$3.5K	Hold	66	–	–	﹤0.01%	1879
2024 Q2	$3.18K	Sell	66 -5	-7%	-$249	﹤0.01%	1852
2024 Q1	$3.67K	Buy	+71	New	+$3.86K	﹤0.01%	2161
2019 Q4	–	Sell	-60	Closed	-$3K	–	875
2019 Q3	$3K	Hold	60	–	–	﹤0.01%	664
2019 Q2	$4K	Hold	60	–	–	﹤0.01%	681
2019 Q1	$3K	Hold	60	–	–	﹤0.01%	604
2018 Q4	$3K	Hold	60	–	–	﹤0.01%	659
2018 Q3	$4K	Hold	60	–	–	﹤0.01%	653
2018 Q2	$4K	Hold	60	–	–	﹤0.01%	676
2018 Q1	$3K	Sell	60 -15	-20%	-$744	﹤0.01%	678
2017 Q4	$4K	Hold	75	–	–	﹤0.01%	666
2017 Q3	$4K	Hold	75	–	–	﹤0.01%	409
2017 Q2	$5K	Hold	75	–	–	﹤0.01%	368
2017 Q1	$5K	Hold	75	–	–	﹤0.01%	413
2016 Q4	$5K	Hold	75	–	–	﹤0.01%	395
2016 Q3	$4K	Buy	+75	New	+$4.43K	﹤0.01%	399

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 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

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

Avior Wealth Management's UVV Position: Q1 2025 in Review

Avior Wealth Management sold out of Universal Corp (UVV) in Q1 2025, closing a stake of 66 shares — an estimated $3.62K sold.

Avior Wealth Management first reported a position in UVV in Q3 2016 and held it in 17 quarters. The position peaked at $5K in Q2 2017. 218 funds tracked by Wall St. Rank hold UVV as of Q1 2025.

Avior Wealth Management reported no remaining Universal Corp position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 66 Universal Corp shares in Q1 2025, an estimated $3.62K.
Avior Wealth Management first reported a position in Universal Corp in Q3 2016 and held it in 17 quarters.
Avior Wealth Management's Universal Corp position peaked at $5K in Q2 2017.
218 funds tracked by Wall St. Rank held Universal Corp as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.