Moisand Fitzgerald Tamayo’s Universal Corp UVV Stock Holding History

Moisand Fitzgerald Tamayo’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	-215	Closed	-$10.2K	–	816
2023 Q3	$10.2K	Hold	215	–	–	﹤0.01%	335
2023 Q2	$10.7K	Hold	215	–	–	﹤0.01%	315
2023 Q1	$11.4K	Hold	215	–	–	﹤0.01%	320
2022 Q4	$11.4K	Buy	215 +94	+78%	+$4.89K	﹤0.01%	301
2022 Q3	$6K	Buy	+121	New	+$6.33K	﹤0.01%	350

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Moisand Fitzgerald Tamayo's UVV Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Universal Corp (UVV) in Q4 2023, closing a stake of 215 shares — an estimated $10.2K sold.

Moisand Fitzgerald Tamayo first reported a position in UVV in Q3 2022 and held it in 5 quarters. The position peaked at $11.4K in Q1 2023. 199 funds tracked by Wall St. Rank hold UVV as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Universal Corp position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 215 Universal Corp shares in Q4 2023, an estimated $10.2K.
Moisand Fitzgerald Tamayo first reported a position in Universal Corp in Q3 2022 and held it in 5 quarters.
Moisand Fitzgerald Tamayo's Universal Corp position peaked at $11.4K in Q1 2023.
199 funds tracked by Wall St. Rank held Universal Corp as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.