Ray Dalio
UVV icon

Ray Dalio’s Universal Corp UVV Stock Holding History

Ray Dalio’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
-6,291
Closed -$332K – 904
2022
Q4 		$332K Buy
6,291
+1,189
+23% +$61.9K ﹤0.01% 760
2022
Q3 		$235K Sell
5,102
-948
-16% -$49.6K ﹤0.01% 839
2022
Q2 		$366K Buy
6,050
+1,822
+43% +$109K ﹤0.01% 925
2022
Q1 		$246K Buy
+4,228
New +$233K ﹤0.01% 949

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $34.1B AUM 23.81% 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 $609B AUM 40.19% 1-Year Est. Return

Ray Dalio's UVV Position: Q1 2023 in Review

Ray Dalio sold out of Universal Corp (UVV) in Q1 2023, closing a stake of 6,291 shares — an estimated $332K sold.

Ray Dalio first reported a position in UVV in Q1 2022 and held it in 4 quarters. The position peaked at $366K in Q2 2022. 182 funds tracked by Wall St. Rank hold UVV as of Q1 2023.

  • Ray Dalio reported no remaining Universal Corp position as of Q1 2023 after selling out during the quarter.
  • Ray Dalio sold 6,291 Universal Corp shares in Q1 2023, an estimated $332K.
  • Ray Dalio first reported a position in Universal Corp in Q1 2022 and held it in 4 quarters.
  • Ray Dalio's Universal Corp position peaked at $366K in Q2 2022.
  • 182 funds tracked by Wall St. Rank held Universal Corp as of Q1 2023.

Based on Bridgewater Associates's 13F filing for Q1 2023, filed 12 May 2023.