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Lindbrook Capital’s Universal Corp UVV Stock Holding History

Lindbrook Capital’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
2025
Q1 		$8.58K Buy
153
+9
+6% +$480 ﹤0.01% 1718
2024
Q4 		$7.9K Buy
144
+9
+7% +$482 ﹤0.01% 1779
2024
Q3 		$7.17K Hold
135
– – ﹤0.01% 1841
2024
Q2 		$6.51K Sell
135
-40
-23% -$2K ﹤0.01% 1869
2024
Q1 		$9.05K Hold
175
– – ﹤0.01% 1627
2023
Q4 		$11.8K Buy
175
+123
+237% +$6.59K ﹤0.01% 1462
2023
Q3 		$2.46K Buy
+52
New +$2.51K ﹤0.01% 2052
2023
Q2 		– Sell
-62
Closed -$3.28K – 2855
2023
Q1 		$3.28K Buy
62
+51
+464% +$2.68K ﹤0.01% 2038
2022
Q4 		$581 Sell
11
-108
-91% -$5.62K ﹤0.01% 2565
2022
Q3 		$5K Sell
119
-93
-44% -$4.87K ﹤0.01% 1697
2022
Q2 		$13K Hold
212
– – ﹤0.01% 1158
2022
Q1 		$12K Buy
+212
New +$11.7K ﹤0.01% 1230
2020
Q4 		– Sell
-102
Closed -$4K – 1885
2020
Q3 		$4K Hold
102
– – ﹤0.01% 1216
2020
Q2 		$4K Sell
102
-115
-53% -$5.06K ﹤0.01% 1210
2020
Q1 		$10K Hold
217
– – ﹤0.01% 772
2019
Q4 		$12K Hold
217
– – ﹤0.01% 884
2019
Q3 		$12K Hold
217
– – ﹤0.01% 854
2019
Q2 		$13K Sell
217
-28
-11% -$1.57K 0.01% 825
2019
Q1 		$14K Hold
245
– – 0.01% 806
2018
Q4 		$13K Buy
+245
New +$15.8K 0.01% 759

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $34.1B AUM 23.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $609B AUM 40.19% 1-Year Est. Return

Lindbrook Capital's UVV Position: Q1 2025 in Review

Lindbrook Capital increased its Universal Corp (UVV) stake by 6.3% in Q1 2025, buying an estimated $480 and bringing the position to 153 shares worth $8.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Lindbrook Capital first reported a position in UVV in Q4 2018 and has held it in 20 quarters since. The position peaked at $14K in Q1 2019. 218 funds tracked by Wall St. Rank hold UVV as of Q1 2025.

  • Lindbrook Capital held 153 shares of Universal Corp worth $8.58K as of Q1 2025.
  • Lindbrook Capital bought 9 Universal Corp shares in Q1 2025, an estimated $480.
  • Universal Corp made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1718 holding.
  • Lindbrook Capital first reported a position in Universal Corp in Q4 2018 and has held it in 20 quarters since.
  • Lindbrook Capital's Universal Corp position peaked at $14K in Q1 2019.
  • 218 funds tracked by Wall St. Rank held Universal Corp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.