Legacy Financial Group (Iowa)
UVV icon

Legacy Financial Group (Iowa)’s Universal Corp UVV Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-74
Closed -$3.5K – 487
2023
Q3 		$3.5K Buy
+74
New +$3.57K ﹤0.01% 419

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Dimensional Fund Advisors
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State Street
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Legacy Financial Group (Iowa)'s UVV Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Universal Corp (UVV) in Q4 2023, closing a stake of 74 shares — an estimated $3.5K sold.

Legacy Financial Group (Iowa) first reported a position in UVV in Q3 2023 and held it in 1 quarter. The position peaked at $3.5K in Q3 2023. 199 funds tracked by Wall St. Rank hold UVV as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Universal Corp position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 74 Universal Corp shares in Q4 2023, an estimated $3.5K.
  • Legacy Financial Group (Iowa) first reported a position in Universal Corp in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Universal Corp position peaked at $3.5K in Q3 2023.
  • 199 funds tracked by Wall St. Rank held Universal Corp as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.