Carroll Financial Associates’s Universal Corp UVV Stock Holding History

Carroll Financial Associates’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
2021 Q4	–	Sell	-34	Closed	-$1K	–	1949
2021 Q3	$1K	Buy	+34	New	+$1.73K	﹤0.01%	1727

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Carroll Financial Associates's UVV Position: Q4 2021 in Review

Carroll Financial Associates sold out of Universal Corp (UVV) in Q4 2021, closing a stake of 34 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in UVV in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 187 funds tracked by Wall St. Rank hold UVV as of Q4 2021.

Carroll Financial Associates reported no remaining Universal Corp position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 34 Universal Corp shares in Q4 2021, an estimated $1K.
Carroll Financial Associates first reported a position in Universal Corp in Q3 2021 and held it in 1 quarter.
Carroll Financial Associates's Universal Corp position peaked at $1K in Q3 2021.
187 funds tracked by Wall St. Rank held Universal Corp as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.