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IndexIQ Advisors’s Universal Corp UVV Stock Holding History

IndexIQ Advisors’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
Q1 		– Sell
-7,159
Closed -$393K – 1524
2021
Q4 		$393K Sell
7,159
-463
-6% -$23.1K 0.01% 794
2021
Q3 		$368K Buy
7,622
+764
+11% +$38.8K 0.01% 887
2021
Q2 		$391K Buy
6,858
+90
+1% +$5.2K 0.01% 765
2021
Q1 		$399K Buy
6,768
+2,030
+43% +$107K 0.01% 747
2020
Q4 		$230K Buy
4,738
+490
+12% +$22.1K 0.01% 849
2020
Q3 		$178K Buy
4,248
+229
+6% +$9.8K 0.01% 737
2020
Q2 		$171K Sell
4,019
-388
-9% -$17.1K 0.01% 733
2020
Q1 		$195K Buy
+4,407
New +$220K 0.01% 341

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

IndexIQ Advisors's UVV Position: Q1 2022 in Review

IndexIQ Advisors sold out of Universal Corp (UVV) in Q1 2022, closing a stake of 7,159 shares — an estimated $393K sold.

IndexIQ Advisors first reported a position in UVV in Q1 2020 and held it in 8 quarters. The position peaked at $399K in Q1 2021. 190 funds tracked by Wall St. Rank hold UVV as of Q1 2022.

  • IndexIQ Advisors reported no remaining Universal Corp position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 7,159 Universal Corp shares in Q1 2022, an estimated $393K.
  • IndexIQ Advisors first reported a position in Universal Corp in Q1 2020 and held it in 8 quarters.
  • IndexIQ Advisors's Universal Corp position peaked at $399K in Q1 2021.
  • 190 funds tracked by Wall St. Rank held Universal Corp as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.