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Stonebridge Capital Advisors’s Universal Corp UVV Stock Holding History

Stonebridge Capital 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
2023
Q3 		– Sell
-40
Closed -$2K – 1002
2023
Q2 		$2K Buy
+40
New +$2.1K ﹤0.01% 813

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 $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Stonebridge Capital Advisors's UVV Position: Q3 2023 in Review

Stonebridge Capital Advisors sold out of Universal Corp (UVV) in Q3 2023, closing a stake of 40 shares — an estimated $2K sold.

Stonebridge Capital Advisors first reported a position in UVV in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 183 funds tracked by Wall St. Rank hold UVV as of Q3 2023.

  • Stonebridge Capital Advisors reported no remaining Universal Corp position as of Q3 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 40 Universal Corp shares in Q3 2023, an estimated $2K.
  • Stonebridge Capital Advisors first reported a position in Universal Corp in Q2 2023 and held it in 1 quarter.
  • Stonebridge Capital Advisors's Universal Corp position peaked at $2K in Q2 2023.
  • 183 funds tracked by Wall St. Rank held Universal Corp as of Q3 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.