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New York Life Investment Management’s Universal Corp UVV Stock Holding History

New York Life Investment Management’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
Q2 		– Sell
-7,091
Closed -$367K – 1304
2024
Q1 		$367K Buy
7,091
+512
+8% +$27.9K ﹤0.01% 1061
2023
Q4 		$443K Sell
6,579
-153
-2% -$8.19K ﹤0.01% 921
2023
Q3 		$318K Sell
6,732
-1,060
-14% -$51.2K ﹤0.01% 1099
2023
Q2 		$389K Sell
7,792
-1,284
-14% -$67.5K ﹤0.01% 1042
2023
Q1 		$480K Buy
+9,076
New +$476K 0.01% 897

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New York Life Investment Management's UVV Position: Q2 2024 in Review

New York Life Investment Management sold out of Universal Corp (UVV) in Q2 2024, closing a stake of 7,091 shares — an estimated $367K sold.

New York Life Investment Management first reported a position in UVV in Q1 2023 and held it in 5 quarters. The position peaked at $480K in Q1 2023. 213 funds tracked by Wall St. Rank hold UVV as of Q2 2024.

  • New York Life Investment Management reported no remaining Universal Corp position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 7,091 Universal Corp shares in Q2 2024, an estimated $367K.
  • New York Life Investment Management first reported a position in Universal Corp in Q1 2023 and held it in 5 quarters.
  • New York Life Investment Management's Universal Corp position peaked at $480K in Q1 2023.
  • 213 funds tracked by Wall St. Rank held Universal Corp as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.