Koss-Olinger Consulting’s Universal Corp UVV Stock Holding History

Koss-Olinger Consulting’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	-3,012	Closed	-$203K	–	300
2023 Q4	$203K	Buy	+3,012	New	+$161K	0.02%	297

Other funds holding UVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Koss-Olinger Consulting's UVV Position: Q1 2024 in Review

Koss-Olinger Consulting sold out of Universal Corp (UVV) in Q1 2024, closing a stake of 3,012 shares — an estimated $203K sold.

Koss-Olinger Consulting first reported a position in UVV in Q4 2023 and held it in 1 quarter. The position peaked at $203K in Q4 2023. 215 funds tracked by Wall St. Rank hold UVV as of Q1 2024.

Koss-Olinger Consulting reported no remaining Universal Corp position as of Q1 2024 after selling out during the quarter.
Koss-Olinger Consulting sold 3,012 Universal Corp shares in Q1 2024, an estimated $203K.
Koss-Olinger Consulting first reported a position in Universal Corp in Q4 2023 and held it in 1 quarter.
Koss-Olinger Consulting's Universal Corp position peaked at $203K in Q4 2023.
215 funds tracked by Wall St. Rank held Universal Corp as of Q1 2024.

Based on Koss-Olinger Consulting's 13F filing for Q1 2024, filed 18 Apr 2024.