Janney Montgomery Scott
UVV icon

Janney Montgomery Scott’s Universal Corp UVV Stock Holding History

Janney Montgomery Scott’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
2023
Q1 		– Sell
-3,839
Closed -$203K – 2695
2022
Q4 		$203K Buy
+3,839
New +$200K ﹤0.01% 2370
2022
Q2 		– Sell
-3,732
Closed -$217K – 2453
2022
Q1 		$217K Buy
+3,732
New +$205K ﹤0.01% 2044
2021
Q3 		– Sell
-3,632
Closed -$207K – 2379
2021
Q2 		$207K Hold
3,632
– – ﹤0.01% 2118
2021
Q1 		$214K Buy
+3,632
New +$191K ﹤0.01% 2027

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Janney Montgomery Scott's UVV Position: Q1 2023 in Review

Janney Montgomery Scott sold out of Universal Corp (UVV) in Q1 2023, closing a stake of 3,839 shares — an estimated $203K sold.

Janney Montgomery Scott first reported a position in UVV in Q1 2021 and held it in 4 quarters. The position peaked at $217K in Q1 2022. 182 funds tracked by Wall St. Rank hold UVV as of Q1 2023.

  • Janney Montgomery Scott reported no remaining Universal Corp position as of Q1 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 3,839 Universal Corp shares in Q1 2023, an estimated $203K.
  • Janney Montgomery Scott first reported a position in Universal Corp in Q1 2021 and held it in 4 quarters.
  • Janney Montgomery Scott's Universal Corp position peaked at $217K in Q1 2022.
  • 182 funds tracked by Wall St. Rank held Universal Corp as of Q1 2023.

Based on Janney Montgomery Scott's 13F filing for Q1 2023, filed 28 Apr 2023.