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Plante Moran Financial Advisors’s Universal Corp UVV Stock Holding History

Plante Moran Financial Advisors’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
2022
Q4 		– Sell
-100
Closed -$5K – 972
2022
Q3 		$5K Buy
+100
New +$5.24K ﹤0.01% 709
2021
Q2 		– Sell
-60
Closed -$4K – 1096
2021
Q1 		$4K Buy
+60
New +$3.15K ﹤0.01% 832

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Plante Moran Financial Advisors's UVV Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Universal Corp (UVV) in Q4 2022, closing a stake of 100 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in UVV in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 191 funds tracked by Wall St. Rank hold UVV as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining Universal Corp position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 100 Universal Corp shares in Q4 2022, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Universal Corp in Q1 2021 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Universal Corp position peaked at $5K in Q3 2022.
  • 191 funds tracked by Wall St. Rank held Universal Corp as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.