Sittner & Nelson’s Universal Corp UVV Stock Holding History

Sittner & Nelson’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
2026 Q1	$171K	Hold	3,250	–	–	0.06%	180
2025 Q4	$188K	Buy	3,250 +1,000	+44%	+$53.1K	0.07%	168
2025 Q3	$126K	Hold	2,250	–	–	0.05%	181
2025 Q2	$131K	Hold	2,250	–	–	0.05%	175
2025 Q1	$126K	Hold	2,250	–	–	0.05%	168
2024 Q4	$123K	Hold	2,250	–	–	0.05%	156
2024 Q3	$119K	Buy	+2,250	New	+$116K	0.05%	167
2024 Q2	–	Sell	-1,634	Closed	-$84.5K	–	493
2024 Q1	$84.5K	Hold	1,634	–	–	0.04%	171
2023 Q4	$110K	Hold	1,634	–	–	0.06%	151
2023 Q3	$77.2K	Hold	1,634	–	–	0.04%	166
2023 Q2	$81.6K	Sell	1,634 -1,387	-46%	-$72.9K	0.04%	164
2023 Q1	$160K	Hold	3,021	–	–	0.09%	131
2022 Q4	$160K	Buy	3,021 +1,500	+99%	+$78K	0.1%	128
2022 Q3	$70K	Hold	1,521	–	–	0.05%	181
2022 Q2	$92K	Hold	1,521	–	–	0.06%	158
2022 Q1	$88K	Buy	1,521 +21	+1%	+$1.16K	0.05%	161
2021 Q4	$82K	Hold	1,500	–	–	0.05%	163
2021 Q3	$72K	Buy	+1,500	New	+$76.1K	0.05%	157

Other funds holding UVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return