Mendota Financial Group’s Universal Corp UVV Stock Holding History

Mendota Financial Group’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 Q4	–	Sell	-2	Closed	-$107	–	1128
2024 Q3	$107	Buy	+2	New	+$103	﹤0.01%	901

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mendota Financial Group's UVV Position: Q4 2024 in Review

Mendota Financial Group sold out of Universal Corp (UVV) in Q4 2024, closing a stake of 2 shares — an estimated $107 sold.

Mendota Financial Group first reported a position in UVV in Q3 2024 and held it in 1 quarter. The position peaked at $107 in Q3 2024. 213 funds tracked by Wall St. Rank hold UVV as of Q4 2024.

Mendota Financial Group reported no remaining Universal Corp position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 2 Universal Corp shares in Q4 2024, an estimated $107.
Mendota Financial Group first reported a position in Universal Corp in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's Universal Corp position peaked at $107 in Q3 2024.
213 funds tracked by Wall St. Rank held Universal Corp as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.