Denali Advisors’s Universal Corp UVV Stock Holding History

Denali 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
2025 Q2	–	Sell	-7,908	Closed	-$443K	–	313
2025 Q1	$443K	Buy	+7,908	New	+$422K	0.05%	242
2021 Q3	–	Sell	-13,900	Closed	-$792K	–	326
2021 Q2	$792K	Hold	13,900	–	–	0.3%	82
2021 Q1	$820K	Sell	13,900 -400	-3%	-$21K	0.25%	118
2020 Q4	$695K	Hold	14,300	–	–	0.12%	180
2020 Q3	$599K	Hold	14,300	–	–	0.12%	178
2020 Q2	$608K	Buy	14,300 +11,600	+430%	+$510K	0.12%	190
2020 Q1	$119K	Buy	+2,700	New	+$135K	0.03%	244
2017 Q2	–	Sell	-28	Closed	-$2K	–	291
2017 Q1	$2K	Hold	28	–	–	﹤0.01%	233
2016 Q4	$2K	Hold	28	–	–	﹤0.01%	237
2016 Q3	$2K	Hold	28	–	–	﹤0.01%	236
2016 Q2	$2K	Hold	28	–	–	﹤0.01%	229
2016 Q1	$2K	Hold	28	–	–	﹤0.01%	222
2015 Q4	$2K	Hold	28	–	–	﹤0.01%	222
2015 Q3	$1K	Hold	28	–	–	﹤0.01%	278
2015 Q2	$2K	Hold	28	–	–	﹤0.01%	242
2015 Q1	$1K	Hold	28	–	–	﹤0.01%	257
2014 Q4	$1K	Buy	28 +14	+100%	+$590	﹤0.01%	241
2014 Q3	$1K	Hold	14	–	–	﹤0.01%	227
2014 Q2	$1K	Hold	14	–	–	﹤0.01%	250
2014 Q1	$1K	Sell	14 -38	-73%	-$2.08K	﹤0.01%	252
2013 Q4	$3K	Buy	52 +13	+33%	+$675	﹤0.01%	187
2013 Q3	$2K	Hold	39	–	–	﹤0.01%	159
2013 Q2	$2K	Buy	+39	New	+$2.27K	﹤0.01%	155

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Denali Advisors's UVV Position: Q2 2025 in Review

Denali Advisors sold out of Universal Corp (UVV) in Q2 2025, closing a stake of 7,908 shares — an estimated $443K sold.

Denali Advisors first reported a position in UVV in Q2 2013 and held it in 23 quarters. The position peaked at $820K in Q1 2021. 239 funds tracked by Wall St. Rank hold UVV as of Q2 2025.

Denali Advisors reported no remaining Universal Corp position as of Q2 2025 after selling out during the quarter.
Denali Advisors sold 7,908 Universal Corp shares in Q2 2025, an estimated $443K.
Denali Advisors first reported a position in Universal Corp in Q2 2013 and held it in 23 quarters.
Denali Advisors's Universal Corp position peaked at $820K in Q1 2021.
239 funds tracked by Wall St. Rank held Universal Corp as of Q2 2025.

Based on Denali Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.