CPA
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Capital Performance Advisors’s Universal Corp UVV Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-3
Closed -$159 – 2575
2024
Q3 		$159 Buy
+3
New +$155 ﹤0.01% 2607

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

Capital Performance Advisors's UVV Position: Q4 2024 in Review

Capital Performance Advisors sold out of Universal Corp (UVV) in Q4 2024, closing a stake of 3 shares — an estimated $159 sold.

Capital Performance Advisors first reported a position in UVV in Q3 2024 and held it in 1 quarter. The position peaked at $159 in Q3 2024. 213 funds tracked by Wall St. Rank hold UVV as of Q4 2024.

  • Capital Performance Advisors reported no remaining Universal Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 3 Universal Corp shares in Q4 2024, an estimated $159.
  • Capital Performance Advisors first reported a position in Universal Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Universal Corp position peaked at $159 in Q3 2024.
  • 213 funds tracked by Wall St. Rank held Universal Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.