SummerHaven Investment Management’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $978K | Buy |
16,786
+267
| +2% | +$15.6K | 0.64% | 50 |
|
2025
Q1 | $926K | Buy |
16,519
+271
| +2% | +$15.2K | 0.65% | 36 |
|
2024
Q4 | $891K | Hold |
16,248
| – | – | 0.55% | 64 |
|
2024
Q3 | $863K | Buy |
+16,248
| New | +$863K | 0.53% | 88 |
|
2021
Q3 | – | Sell |
-10,198
| Closed | -$581K | – | 298 |
|
2021
Q2 | $581K | Buy |
10,198
+252
| +3% | +$14.4K | 0.33% | 169 |
|
2021
Q1 | $587K | Hold |
9,946
| – | – | 0.36% | 169 |
|
2020
Q4 | $483K | Buy |
+9,946
| New | +$483K | 0.37% | 178 |
|