FIM
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Freedom Investment Management’s Universal Corp UVV Stock Holding History

Freedom Investment 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
2022
Q2 		– Sell
-3,929
Closed -$228K – 841
2022
Q1 		$228K Sell
3,929
-170
-4% -$9.36K 0.02% 693
2021
Q4 		$225K Sell
4,099
-202
-5% -$10.1K 0.02% 769
2021
Q3 		$208K Buy
4,301
+128
+3% +$6.5K 0.02% 758
2021
Q2 		$238K Sell
4,173
-179
-4% -$10.3K 0.02% 772
2021
Q1 		$257K Sell
4,352
-343
-7% -$18K 0.02% 709
2020
Q4 		$228K Sell
4,695
-416
-8% -$18.7K 0.03% 544
2020
Q3 		$214K Sell
5,111
-776
-13% -$33.2K 0.02% 491
2020
Q2 		$250K Buy
+5,887
New +$259K 0.03% 453
2015
Q2 		– Sell
-5,686
Closed -$268K – 707
2015
Q1 		$268K Sell
5,686
-463
-8% -$20.5K 0.03% 510
2014
Q4 		$270K Buy
6,149
+1,271
+26% +$53.6K 0.04% 448
2014
Q3 		$217K Buy
4,878
+476
+11% +$24.5K 0.04% 435
2014
Q2 		$244K Buy
4,402
+295
+7% +$16.1K 0.04% 401
2014
Q1 		$230K Buy
+4,107
New +$225K 0.05% 360

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Freedom Investment Management's UVV Position: Q2 2022 in Review

Freedom Investment Management sold out of Universal Corp (UVV) in Q2 2022, closing a stake of 3,929 shares — an estimated $228K sold.

Freedom Investment Management first reported a position in UVV in Q1 2014 and held it in 13 quarters. The position peaked at $270K in Q4 2014. 186 funds tracked by Wall St. Rank hold UVV as of Q2 2022.

  • Freedom Investment Management reported no remaining Universal Corp position as of Q2 2022 after selling out during the quarter.
  • Freedom Investment Management sold 3,929 Universal Corp shares in Q2 2022, an estimated $228K.
  • Freedom Investment Management first reported a position in Universal Corp in Q1 2014 and held it in 13 quarters.
  • Freedom Investment Management's Universal Corp position peaked at $270K in Q4 2014.
  • 186 funds tracked by Wall St. Rank held Universal Corp as of Q2 2022.

Based on Freedom Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.