PFO
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Pathstone Family Office’s Universal Corp UVV Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-4,314
Closed -$228K – 1512
2022
Q4 		$228K Sell
4,314
-421
-9% -$21.9K ﹤0.01% 1338
2022
Q3 		$219K Buy
+4,735
New +$248K ﹤0.01% 1312

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pathstone Family Office's UVV Position: Q1 2023 in Review

Pathstone Family Office sold out of Universal Corp (UVV) in Q1 2023, closing a stake of 4,314 shares — an estimated $228K sold.

Pathstone Family Office first reported a position in UVV in Q3 2022 and held it in 2 quarters. The position peaked at $228K in Q4 2022. 182 funds tracked by Wall St. Rank hold UVV as of Q1 2023.

  • Pathstone Family Office reported no remaining Universal Corp position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 4,314 Universal Corp shares in Q1 2023, an estimated $228K.
  • Pathstone Family Office first reported a position in Universal Corp in Q3 2022 and held it in 2 quarters.
  • Pathstone Family Office's Universal Corp position peaked at $228K in Q4 2022.
  • 182 funds tracked by Wall St. Rank held Universal Corp as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.