IAA
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Independent Advisor Alliance’s Universal Corp UVV Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-3,264
Closed -$220K – 740
2023
Q4 		$220K Buy
+3,264
New +$175K 0.01% 624

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Advisor Alliance's UVV Position: Q1 2024 in Review

Independent Advisor Alliance sold out of Universal Corp (UVV) in Q1 2024, closing a stake of 3,264 shares — an estimated $220K sold.

Independent Advisor Alliance first reported a position in UVV in Q4 2023 and held it in 1 quarter. The position peaked at $220K in Q4 2023. 215 funds tracked by Wall St. Rank hold UVV as of Q1 2024.

  • Independent Advisor Alliance reported no remaining Universal Corp position as of Q1 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,264 Universal Corp shares in Q1 2024, an estimated $220K.
  • Independent Advisor Alliance first reported a position in Universal Corp in Q4 2023 and held it in 1 quarter.
  • Independent Advisor Alliance's Universal Corp position peaked at $220K in Q4 2023.
  • 215 funds tracked by Wall St. Rank held Universal Corp as of Q1 2024.

Based on Independent Advisor Alliance's 13F filing for Q1 2024, filed 8 May 2024.