Guggenheim Capital’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.16M | Sell |
22,090
-11,346
| -34% | -$611K | 0.01% | 933 |
|
|
2025
Q4 | $1.76M | Buy |
33,436
+4,954
| +17% | +$263K | 0.01% | 707 |
|
|
2025
Q3 | $1.59M | Sell |
28,482
-213
| -0.7% | -$11.8K | 0.01% | 757 |
|
|
2025
Q2 | $1.67M | Sell |
28,695
-346
| -1% | -$19.9K | 0.01% | 706 |
|
|
2025
Q1 | $1.63M | Buy |
29,041
+754
| +3% | +$40.2K | 0.02% | 700 |
|
|
2024
Q4 | $1.55M | Buy |
28,287
+3,305
| +13% | +$177K | 0.01% | 738 |
|
|
2024
Q3 | $1.33M | Buy |
24,982
+898
| +4% | +$46.4K | 0.01% | 973 |
|
|
2024
Q2 | $1.16M | Sell |
24,084
-507
| -2% | -$25.3K | 0.01% | 1041 |
|
|
2024
Q1 | $1.27M | Buy |
24,591
+3,900
| +19% | +$212K | 0.01% | 1081 |
|
|
2023
Q4 | $1.39M | Buy |
20,691
+4,988
| +32% | +$267K | 0.01% | 997 |
|
|
2023
Q3 | $741K | Buy |
15,703
+4,602
| +41% | +$222K | 0.01% | 1235 |
|
|
2023
Q2 | $554K | Buy |
11,101
+5,009
| +82% | +$263K | ﹤0.01% | 1425 |
|
|
2023
Q1 | $322K | Buy |
+6,092
| New | +$320K | ﹤0.01% | 1662 |
|
|
2022
Q4 | – | Sell |
-12,796
| Closed | -$589K | – | 1997 |
|
|
2022
Q3 | $589K | Buy |
12,796
+3,384
| +36% | +$177K | 0.01% | 1406 |
|
|
2022
Q2 | $569K | Buy |
9,412
+649
| +7% | +$38.7K | ﹤0.01% | 1515 |
|
|
2022
Q1 | $509K | Buy |
8,763
+2,699
| +45% | +$149K | ﹤0.01% | 1683 |
|
|
2021
Q4 | $333K | Buy |
6,064
+1,443
| +31% | +$71.9K | ﹤0.01% | 1830 |
|
|
2021
Q3 | $223K | Sell |
4,621
-8,103
| -64% | -$411K | ﹤0.01% | 2026 |
|
|
2021
Q2 | $725K | Buy |
12,724
+5,118
| +67% | +$295K | ﹤0.01% | 1654 |
|
|
2021
Q1 | $449K | Buy |
+7,606
| New | +$399K | ﹤0.01% | 1769 |
|
|
2020
Q2 | – | Sell |
-6,548
| Closed | -$289K | – | 1945 |
|
|
2020
Q1 | $289K | Sell |
6,548
-8,588
| -57% | -$429K | ﹤0.01% | 1544 |
|
|
2019
Q4 | $864K | Sell |
15,136
-5,198
| -26% | -$281K | 0.01% | 1404 |
|
|
2019
Q3 | $1.11M | Sell |
20,334
-14,976
| -42% | -$839K | 0.01% | 1277 |
|
|
2019
Q2 | $2.15M | Sell |
35,310
-9,062
| -20% | -$508K | 0.02% | 1030 |
|
|
2019
Q1 | $2.56M | Buy |
44,372
+3,062
| +7% | +$176K | 0.02% | 964 |
|
|
2018
Q4 | $2.24M | Sell |
41,310
-13,807
| -25% | -$889K | 0.02% | 989 |
|
|
2018
Q3 | $3.58M | Buy |
55,117
+6,472
| +13% | +$412K | 0.02% | 918 |
|
|
2018
Q2 | $3.21M | Sell |
48,645
-14,145
| -23% | -$783K | 0.02% | 967 |
|
|
2018
Q1 | $3.04M | Sell |
62,790
-1,291
| -2% | -$64K | 0.01% | 1343 |
|
|
2017
Q4 | $3.37M | Sell |
64,081
-83,840
| -57% | -$4.66M | 0.01% | 1269 |
|
|
2017
Q3 | $8.47M | Buy |
147,921
+786
| +0.5% | +$47K | 0.02% | 750 |
|
|
2017
Q2 | $9.52M | Sell |
147,135
-3,271
| -2% | -$227K | 0.03% | 685 |
|
|
2017
Q1 | $10.6M | Buy |
150,406
+19,098
| +15% | +$1.33M | 0.03% | 660 |
|
|
2016
Q4 | $8.37M | Sell |
131,308
-50,301
| -28% | -$2.87M | 0.02% | 733 |
|
|
2016
Q3 | $10.6M | Sell |
181,609
-8,103
| -4% | -$478K | 0.03% | 642 |
|
|
2016
Q2 | $11M | Sell |
189,712
-21,735
| -10% | -$1.2M | 0.03% | 641 |
|
|
2016
Q1 | $12M | Sell |
211,447
-32,362
| -13% | -$1.76M | 0.04% | 648 |
|
|
2015
Q4 | $13.7M | Sell |
243,809
-31,147
| -11% | -$1.7M | 0.04% | 654 |
|
|
2015
Q3 | $13.6M | Sell |
274,956
-13,789
| -5% | -$724K | 0.04% | 647 |
|
|
2015
Q2 | $16.6M | Buy |
288,745
+144,659
| +100% | +$7.32M | 0.04% | 662 |
|
|
2015
Q1 | $6.79M | Buy |
144,086
+11,703
| +9% | +$518K | 0.02% | 1022 |
|
|
2014
Q4 | $5.82M | Buy |
132,383
+17,046
| +15% | +$718K | 0.01% | 1049 |
|
|
2014
Q3 | $5.12M | Buy |
115,337
+889
| +0.8% | +$45.8K | 0.01% | 1183 |
|
|
2014
Q2 | $6.33M | Buy |
114,448
+14,961
| +15% | +$815K | 0.02% | 1060 |
|
|
2014
Q1 | $5.56M | Sell |
99,487
-590
| -0.6% | -$32.3K | 0.02% | 1067 |
|
|
2013
Q4 | $5.46M | Buy |
100,077
+30,936
| +45% | +$1.61M | 0.02% | 1046 |
|
|
2013
Q3 | $3.52M | Buy |
69,141
+7,003
| +11% | +$388K | 0.01% | 1280 |
|
|
2013
Q2 | $3.6M | Buy |
+62,138
| New | +$3.61M | 0.02% | 1211 |
|
Other funds holding UVV
VPM
VCM
