O'Shaughnessy Asset Management’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Sell |
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|
2025
Q1 | $621K | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $2.4M | Sell |
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|
2024
Q2 | $2.35M | Sell |
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|
2024
Q1 | $2.77M | Buy |
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|
2023
Q4 | $1.28M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $6K | Sell |
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|
2021
Q2 | $7K | Hold |
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|
2021
Q1 | $7K | Hold |
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|
2020
Q4 | $6K | Sell |
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|
2020
Q3 | $18K | Sell |
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|
2020
Q2 | $53K | Sell |
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|
2020
Q1 | $81K | Sell |
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|
2019
Q4 | $182K | Buy |
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|
2019
Q3 | $1K | Sell |
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|
2019
Q2 | $395K | Sell |
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|
2019
Q1 | $810K | Buy |
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|
2018
Q4 | $556K | Sell |
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|
2018
Q3 | $697K | Buy |
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|
2018
Q2 | $432K | Buy |
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|
2018
Q1 | $246K | Buy |
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|
2017
Q4 | $151K | Sell |
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|
2017
Q3 | $2.05M | Sell |
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|
2017
Q2 | $2.6M | Buy |
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|
2017
Q1 | $2.67M | Buy |
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|
2016
Q4 | $486K | Sell |
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|
2016
Q3 | $656K | Sell |
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|
2016
Q2 | $1.01M | Sell |
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|
2016
Q1 | $1.09M | Buy |
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|
2015
Q4 | $932K | Sell |
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|
2015
Q3 | $1.15M | Buy |
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|
2015
Q2 | $262K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $2K | Sell |
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|
2014
Q1 | $32K | Sell |
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|
2013
Q4 | $34K | Sell |
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|
2013
Q3 | $66K | Sell |
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|
2013
Q2 | $78K | Buy |
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