SummerHaven Investment Management’s Universal Corp UVV Stock Holding History

SummerHaven Investment Management’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
2025 Q3	–	Sell	-16,786	Closed	-$978K	–	288
2025 Q2	$978K	Buy	16,786 +267	+2%	+$15.4K	0.64%	50
2025 Q1	$926K	Buy	16,519 +271	+2%	+$14.4K	0.65%	36
2024 Q4	$891K	Hold	16,248	–	–	0.55%	64
2024 Q3	$863K	Buy	+16,248	New	+$840K	0.53%	88
2021 Q3	–	Sell	-10,198	Closed	-$581K	–	298
2021 Q2	$581K	Buy	10,198 +252	+3%	+$14.5K	0.33%	169
2021 Q1	$587K	Hold	9,946	–	–	0.36%	169
2020 Q4	$483K	Buy	+9,946	New	+$448K	0.37%	178

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

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SummerHaven Investment Management's UVV Position: Q3 2025 in Review

SummerHaven Investment Management sold out of Universal Corp (UVV) in Q3 2025, closing a stake of 16,786 shares — an estimated $978K sold.

SummerHaven Investment Management first reported a position in UVV in Q4 2020 and held it in 7 quarters. The position peaked at $978K in Q2 2025. 229 funds tracked by Wall St. Rank hold UVV as of Q3 2025.

SummerHaven Investment Management reported no remaining Universal Corp position as of Q3 2025 after selling out during the quarter.
SummerHaven Investment Management sold 16,786 Universal Corp shares in Q3 2025, an estimated $978K.
SummerHaven Investment Management first reported a position in Universal Corp in Q4 2020 and held it in 7 quarters.
SummerHaven Investment Management's Universal Corp position peaked at $978K in Q2 2025.
229 funds tracked by Wall St. Rank held Universal Corp as of Q3 2025.

Based on SummerHaven Investment Management's 13F filing for Q3 2025, filed 3 Nov 2025.