GVAG
UVV icon

Great Valley Advisor Group’s Universal Corp UVV Stock Holding History

Great Valley Advisor Group’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
Q4 		– Sell
-5,612
Closed -$258K – 740
2022
Q3 		$258K Buy
5,612
+908
+19% +$47.5K 0.01% 571
2022
Q2 		$285K Buy
4,704
+114
+2% +$6.8K 0.02% 557
2022
Q1 		$267K Sell
4,590
-496
-10% -$27.3K 0.02% 511
2021
Q4 		$279K Sell
5,086
-869
-15% -$43.3K 0.02% 504
2021
Q3 		$288K Buy
+5,955
New +$302K 0.02% 476

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Great Valley Advisor Group's UVV Position: Q4 2022 in Review

Great Valley Advisor Group sold out of Universal Corp (UVV) in Q4 2022, closing a stake of 5,612 shares — an estimated $258K sold.

Great Valley Advisor Group first reported a position in UVV in Q3 2021 and held it in 5 quarters. The position peaked at $288K in Q3 2021. 191 funds tracked by Wall St. Rank hold UVV as of Q4 2022.

  • Great Valley Advisor Group reported no remaining Universal Corp position as of Q4 2022 after selling out during the quarter.
  • Great Valley Advisor Group sold 5,612 Universal Corp shares in Q4 2022, an estimated $258K.
  • Great Valley Advisor Group first reported a position in Universal Corp in Q3 2021 and held it in 5 quarters.
  • Great Valley Advisor Group's Universal Corp position peaked at $288K in Q3 2021.
  • 191 funds tracked by Wall St. Rank held Universal Corp as of Q4 2022.

Based on Great Valley Advisor Group's 13F filing for Q4 2022, filed 1 Feb 2023.