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Disciplined Equity Management’s Universal Corp UVV Stock Holding History

Disciplined Equity 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
2024
Q1 		– Sell
-2,000
Closed -$135K – 104
2023
Q4 		$135K Buy
+2,000
New +$107K 0.09% 53

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Disciplined Equity Management's UVV Position: Q1 2024 in Review

Disciplined Equity Management sold out of Universal Corp (UVV) in Q1 2024, closing a stake of 2,000 shares — an estimated $135K sold.

Disciplined Equity Management first reported a position in UVV in Q4 2023 and held it in 1 quarter. The position peaked at $135K in Q4 2023. 215 funds tracked by Wall St. Rank hold UVV as of Q1 2024.

  • Disciplined Equity Management reported no remaining Universal Corp position as of Q1 2024 after selling out during the quarter.
  • Disciplined Equity Management sold 2,000 Universal Corp shares in Q1 2024, an estimated $135K.
  • Disciplined Equity Management first reported a position in Universal Corp in Q4 2023 and held it in 1 quarter.
  • Disciplined Equity Management's Universal Corp position peaked at $135K in Q4 2023.
  • 215 funds tracked by Wall St. Rank held Universal Corp as of Q1 2024.

Based on Disciplined Equity Management's 13F filing for Q1 2024, filed 3 May 2024.