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Fulcrum Equity Management’s Universal Corp UVV Stock Holding History

Fulcrum 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
2025
Q2 		– Sell
-3,700
Closed -$207K – 125
2025
Q1 		$207K Sell
3,700
-555
-13% -$29.6K 0.23% 92
2024
Q4 		$233K Sell
4,255
-4,468
-51% -$239K 0.23% 97
2024
Q3 		$463K Buy
8,723
+375
+4% +$19.4K 0.39% 88
2024
Q2 		$402K Sell
8,348
-254
-3% -$12.7K 0.36% 84
2024
Q1 		$445K Buy
8,602
+1,030
+14% +$56K 0.52% 63
2023
Q4 		$510K Sell
7,572
-1,230
-14% -$65.9K 0.63% 40
2023
Q3 		$416K Buy
8,802
+70
+0.8% +$3.38K 0.49% 55
2023
Q2 		$436K Buy
8,732
+3,592
+70% +$189K 0.51% 49
2023
Q1 		$272K Buy
5,140
+1,038
+25% +$54.5K 0.26% 73
2022
Q4 		$217K Buy
+4,102
New +$213K 0.18% 67
2022
Q1 		– Sell
-6,986
Closed -$384K – 187
2021
Q4 		$384K Sell
6,986
-187
-3% -$9.32K 0.14% 107
2021
Q3 		$347K Buy
7,173
+245
+4% +$12.4K 0.13% 115
2021
Q2 		$395K Buy
6,928
+775
+13% +$44.7K 0.15% 118
2021
Q1 		$363K Sell
6,153
-148
-2% -$7.77K 0.14% 125
2020
Q4 		$306K Sell
6,301
-879
-12% -$39.6K 0.12% 126
2020
Q3 		$301K Sell
7,180
-7,879
-52% -$337K 0.14% 105
2020
Q2 		$640K Buy
+15,059
New +$662K 0.3% 62

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
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Fulcrum Equity Management's UVV Position: Q2 2025 in Review

Fulcrum Equity Management sold out of Universal Corp (UVV) in Q2 2025, closing a stake of 3,700 shares — an estimated $207K sold.

Fulcrum Equity Management first reported a position in UVV in Q2 2020 and held it in 17 quarters. The position peaked at $640K in Q2 2020. 239 funds tracked by Wall St. Rank hold UVV as of Q2 2025.

  • Fulcrum Equity Management reported no remaining Universal Corp position as of Q2 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 3,700 Universal Corp shares in Q2 2025, an estimated $207K.
  • Fulcrum Equity Management first reported a position in Universal Corp in Q2 2020 and held it in 17 quarters.
  • Fulcrum Equity Management's Universal Corp position peaked at $640K in Q2 2020.
  • 239 funds tracked by Wall St. Rank held Universal Corp as of Q2 2025.

Based on Fulcrum Equity Management's 13F filing for Q2 2025, filed 25 Aug 2025.