FCH
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Freestone Capital Holdings’s Universal Corp UVV Stock Holding History

Freestone Capital Holdings’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
Q3 		– Sell
-9,000
Closed -$434K – 491
2024
Q2 		$434K Hold
9,000
– – 0.02% 320
2024
Q1 		$465K Buy
+9,000
New +$490K 0.02% 310

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freestone Capital Holdings's UVV Position: Q3 2024 in Review

Freestone Capital Holdings sold out of Universal Corp (UVV) in Q3 2024, closing a stake of 9,000 shares — an estimated $434K sold.

Freestone Capital Holdings first reported a position in UVV in Q1 2024 and held it in 2 quarters. The position peaked at $465K in Q1 2024. 224 funds tracked by Wall St. Rank hold UVV as of Q3 2024.

  • Freestone Capital Holdings reported no remaining Universal Corp position as of Q3 2024 after selling out during the quarter.
  • Freestone Capital Holdings sold 9,000 Universal Corp shares in Q3 2024, an estimated $434K.
  • Freestone Capital Holdings first reported a position in Universal Corp in Q1 2024 and held it in 2 quarters.
  • Freestone Capital Holdings's Universal Corp position peaked at $465K in Q1 2024.
  • 224 funds tracked by Wall St. Rank held Universal Corp as of Q3 2024.

Based on Freestone Capital Holdings's 13F filing for Q3 2024, filed 14 Nov 2024.