Capstone Investment Advisors
UVV icon

Capstone Investment Advisors’s Universal Corp UVV Stock Holding History

Capstone Investment 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
Q2 		– Sell
-17,453
Closed -$903K – 2495
2024
Q1 		$903K Buy
+17,453
New +$949K ﹤0.01% 1211

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capstone Investment Advisors's UVV Position: Q2 2024 in Review

Capstone Investment Advisors sold out of Universal Corp (UVV) in Q2 2024, closing a stake of 17,453 shares — an estimated $903K sold.

Capstone Investment Advisors first reported a position in UVV in Q1 2024 and held it in 1 quarter. The position peaked at $903K in Q1 2024. 213 funds tracked by Wall St. Rank hold UVV as of Q2 2024.

  • Capstone Investment Advisors reported no remaining Universal Corp position as of Q2 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 17,453 Universal Corp shares in Q2 2024, an estimated $903K.
  • Capstone Investment Advisors first reported a position in Universal Corp in Q1 2024 and held it in 1 quarter.
  • Capstone Investment Advisors's Universal Corp position peaked at $903K in Q1 2024.
  • 213 funds tracked by Wall St. Rank held Universal Corp as of Q2 2024.

Based on Capstone Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.