Rise Advisors’s Universal Corp UVV Stock Holding History

Rise 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
2024 Q4	–	Sell	-56	Closed	-$2.97K	–	1223
2024 Q3	$2.97K	Buy	56 +1	+2%	+$52	﹤0.01%	1106
2024 Q2	$2.65K	Buy	+55	New	+$2.74K	﹤0.01%	1109

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rise Advisors's UVV Position: Q4 2024 in Review

Rise Advisors sold out of Universal Corp (UVV) in Q4 2024, closing a stake of 56 shares — an estimated $2.97K sold.

Rise Advisors first reported a position in UVV in Q2 2024 and held it in 2 quarters. The position peaked at $2.97K in Q3 2024. 213 funds tracked by Wall St. Rank hold UVV as of Q4 2024.

Rise Advisors reported no remaining Universal Corp position as of Q4 2024 after selling out during the quarter.
Rise Advisors sold 56 Universal Corp shares in Q4 2024, an estimated $2.97K.
Rise Advisors first reported a position in Universal Corp in Q2 2024 and held it in 2 quarters.
Rise Advisors's Universal Corp position peaked at $2.97K in Q3 2024.
213 funds tracked by Wall St. Rank held Universal Corp as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.