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Belpointe Asset Management’s Universal Corp UVV Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-560
Closed -$29.6K – 3260
2023
Q1 		$29.6K Buy
560
+405
+261% +$21.3K ﹤0.01% 2060
2022
Q4 		$8.19K Buy
+155
New +$8.06K ﹤0.01% 2715

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Belpointe Asset Management's UVV Position: Q2 2023 in Review

Belpointe Asset Management sold out of Universal Corp (UVV) in Q2 2023, closing a stake of 560 shares — an estimated $29.6K sold.

Belpointe Asset Management first reported a position in UVV in Q4 2022 and held it in 2 quarters. The position peaked at $29.6K in Q1 2023. 197 funds tracked by Wall St. Rank hold UVV as of Q2 2023.

  • Belpointe Asset Management reported no remaining Universal Corp position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 560 Universal Corp shares in Q2 2023, an estimated $29.6K.
  • Belpointe Asset Management first reported a position in Universal Corp in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Universal Corp position peaked at $29.6K in Q1 2023.
  • 197 funds tracked by Wall St. Rank held Universal Corp as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.