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UVV icon

Insight Folios’s Universal Corp UVV Stock Holding History

Insight Folios’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
Q3 		$6.58M Buy
123,842
+8,222
+7% +$425K 2.35% 25
2024
Q2 		$5.57M Buy
115,620
+3,410
+3% +$170K 2.29% 25
2024
Q1 		$5.8M Buy
112,210
+4,469
+4% +$243K 2.35% 26
2023
Q4 		$7.25M Buy
107,741
+4,645
+5% +$249K 3.14% 6
2023
Q3 		$4.87M Sell
103,096
-11,041
-10% -$533K 2.38% 25
2023
Q2 		$5.7M Buy
114,137
+6,377
+6% +$335K 2.39% 27
2023
Q1 		$5.7M Buy
107,760
+4,793
+5% +$252K 2.53% 25
2022
Q4 		$5.44M Buy
102,967
+1,121
+1% +$58.3K 2.46% 26
2022
Q3 		$4.69M Buy
101,846
+4,190
+4% +$219K 2.39% 23
2022
Q2 		$5.91M Buy
97,656
+5,562
+6% +$332K 2.81% 14
2022
Q1 		$5.35M Buy
92,094
+4,626
+5% +$255K 2.38% 25
2021
Q4 		$4.8M Buy
87,468
+5,896
+7% +$294K 2.25% 23
2021
Q3 		$3.94M Buy
+81,572
New +$4.14M 2.17% 29

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Insight Folios's UVV Position: Q3 2024 in Review

Insight Folios increased its Universal Corp (UVV) stake by 7.1% in Q3 2024, buying an estimated $425K and bringing the position to 123,842 shares worth $6.58M. The position accounts for 2.35% of the portfolio, ranked #25.

Insight Folios first reported a position in UVV in Q3 2021 and has held it in 13 quarters since. The position peaked at $7.25M in Q4 2023. 224 funds tracked by Wall St. Rank hold UVV as of Q3 2024.

  • Insight Folios held 123,842 shares of Universal Corp worth $6.58M as of Q3 2024.
  • Insight Folios bought 8,222 Universal Corp shares in Q3 2024, an estimated $425K.
  • Universal Corp made up 2.35% of Insight Folios's portfolio in Q3 2024, its #25 holding.
  • Insight Folios first reported a position in Universal Corp in Q3 2021 and has held it in 13 quarters since.
  • Insight Folios's Universal Corp position peaked at $7.25M in Q4 2023.
  • 224 funds tracked by Wall St. Rank held Universal Corp as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.