Panagora Asset Management’s Universal Corp UVV Stock Holding History

Panagora Asset 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
2023 Q3	–	Sell	-4,022	Closed	-$201K	–	1312
2023 Q2	$201K	Hold	4,022	–	–	﹤0.01%	1201
2023 Q1	$213K	Buy	+4,022	New	+$211K	﹤0.01%	1362
2022 Q3	–	Sell	-7,777	Closed	-$471K	–	1553
2022 Q2	$471K	Hold	7,777	–	–	﹤0.01%	1177
2022 Q1	$452K	Hold	7,777	–	–	﹤0.01%	1244
2021 Q4	$427K	Hold	7,777	–	–	﹤0.01%	1270
2021 Q3	$376K	Hold	7,777	–	–	﹤0.01%	1431
2021 Q2	$443K	Sell	7,777 -725	-9%	-$41.8K	﹤0.01%	1372
2021 Q1	$502K	Hold	8,502	–	–	﹤0.01%	1331
2020 Q4	$413K	Buy	8,502 +878	+12%	+$39.5K	﹤0.01%	1296
2020 Q3	$319K	Sell	7,624 -26,026	-77%	-$1.11M	﹤0.01%	1325
2020 Q2	$1.43M	Buy	33,650 +9,213	+38%	+$405K	0.01%	794
2020 Q1	$1.08M	Sell	24,437 -142,087	-85%	-$7.09M	0.01%	825
2019 Q4	$9.5M	Buy	166,524 +16,123	+11%	+$870K	0.04%	335
2019 Q3	$8.24M	Sell	150,401 -11,351	-7%	-$636K	0.04%	366
2019 Q2	$9.83M	Sell	161,752 -20,305	-11%	-$1.14M	0.04%	343
2019 Q1	$10.5M	Buy	182,057 +928	+0.5%	+$53.3K	0.05%	350
2018 Q4	$9.81M	Sell	181,129 -4,235	-2%	-$273K	0.05%	316
2018 Q3	$12M	Buy	185,364 +4,810	+3%	+$307K	0.05%	324
2018 Q2	$11.9M	Buy	180,554 +140,262	+348%	+$7.77M	0.05%	312
2018 Q1	$1.95M	Sell	40,292 -93,106	-70%	-$4.62M	0.01%	883
2017 Q4	$7M	Sell	133,398 -80,845	-38%	-$4.49M	0.03%	469
2017 Q3	$12.3M	Buy	214,243 +41,623	+24%	+$2.49M	0.05%	360
2017 Q2	$11.2M	Sell	172,620 -79,691	-32%	-$5.53M	0.05%	378
2017 Q1	$17.9M	Buy	252,311 +96,516	+62%	+$6.73M	0.07%	275
2016 Q4	$9.93M	Buy	155,795 +43,840	+39%	+$2.5M	0.05%	375
2016 Q3	$6.52M	Buy	111,955 +64,340	+135%	+$3.8M	0.03%	483
2016 Q2	$2.75M	Buy	47,615 +952	+2%	+$52.4K	0.01%	750
2016 Q1	$2.65M	Buy	46,663 +17,976	+63%	+$976K	0.01%	776
2015 Q4	$1.61M	Hold	28,687	–	–	0.01%	886
2015 Q3	$1.42M	Buy	28,687 +7,750	+37%	+$407K	0.01%	889
2015 Q2	$1.2M	Buy	20,937 +20,237	+2,891%	+$1.02M	0.01%	1012
2015 Q1	$33K	Hold	700	–	–	﹤0.01%	2147
2014 Q4	$31K	Hold	700	–	–	﹤0.01%	2112
2014 Q3	$31K	Hold	700	–	–	﹤0.01%	2104
2014 Q2	$39K	Hold	700	–	–	﹤0.01%	2146
2014 Q1	$39K	Hold	700	–	–	﹤0.01%	2138
2013 Q4	$38K	Sell	700 -600	-46%	-$31.2K	﹤0.01%	2022
2013 Q3	$66K	Sell	1,300 -7,811	-86%	-$432K	﹤0.01%	1962
2013 Q2	$527K	Buy	+9,111	New	+$530K	﹤0.01%	1298

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

Pzena Investment Management New York $30.8B AUM 11.29% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Panagora Asset Management's UVV Position: Q3 2023 in Review

Panagora Asset Management sold out of Universal Corp (UVV) in Q3 2023, closing a stake of 4,022 shares — an estimated $201K sold.

Panagora Asset Management first reported a position in UVV in Q2 2013 and held it in 39 quarters. The position peaked at $17.9M in Q1 2017. 183 funds tracked by Wall St. Rank hold UVV as of Q3 2023.

Panagora Asset Management reported no remaining Universal Corp position as of Q3 2023 after selling out during the quarter.
Panagora Asset Management sold 4,022 Universal Corp shares in Q3 2023, an estimated $201K.
Panagora Asset Management first reported a position in Universal Corp in Q2 2013 and held it in 39 quarters.
Panagora Asset Management's Universal Corp position peaked at $17.9M in Q1 2017.
183 funds tracked by Wall St. Rank held Universal Corp as of Q3 2023.

Based on Panagora Asset Management's 13F filing for Q3 2023, filed 31 Oct 2023.