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SBB Research Group’s Universal Corp UVV Stock Holding History

SBB Research Group’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 		$472K Hold
10,000
– – 0.84% 22
2023
Q2 		$499K Hold
10,000
– – 0.91% 20
2023
Q1 		$529K Hold
10,000
– – 0.75% 22
2022
Q4 		$528K Hold
10,000
– – 0.76% 21
2022
Q3 		$460K Hold
10,000
– – 0.65% 23
2022
Q2 		$605K Hold
10,000
– – 0.24% 25
2022
Q1 		$581K Hold
10,000
– – 0.13% 26
2021
Q4 		$549K Buy
+10,000
New +$498K 0.08% 26

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SBB Research Group's UVV Position: Q3 2023 in Review

SBB Research Group held its Universal Corp (UVV) position steady in Q3 2023 at 10,000 shares worth $472K. The position accounts for 0.84% of the portfolio, ranked #22.

SBB Research Group first reported a position in UVV in Q4 2021 and has held it in 8 quarters since. The position peaked at $605K in Q2 2022. 183 funds tracked by Wall St. Rank hold UVV as of Q3 2023.

  • SBB Research Group held 10,000 shares of Universal Corp worth $472K as of Q3 2023.
  • SBB Research Group left its Universal Corp share count unchanged in Q3 2023.
  • Universal Corp made up 0.84% of SBB Research Group's portfolio in Q3 2023, its #22 holding.
  • SBB Research Group first reported a position in Universal Corp in Q4 2021 and has held it in 8 quarters since.
  • SBB Research Group's Universal Corp position peaked at $605K in Q2 2022.
  • 183 funds tracked by Wall St. Rank held Universal Corp as of Q3 2023.

Based on SBB Research Group's 13F filing for Q3 2023, filed 13 Nov 2023.