Tarbox Family Office’s Universal Corp UVV Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-40	Closed	-$2K	–	941
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	873
2021 Q4	$2K	Buy	40 +13	+48%	+$648	﹤0.01%	941
2021 Q3	$1K	Hold	27	–	–	﹤0.01%	1115
2021 Q2	$2K	Sell	27 -1	-4%	-$58	﹤0.01%	993
2021 Q1	$2K	Hold	28	–	–	﹤0.01%	945
2020 Q4	$1K	Sell	28 -15	-35%	-$675	﹤0.01%	1072
2020 Q3	$2K	Buy	43 +12	+39%	+$514	﹤0.01%	857
2020 Q2	$1K	Hold	31	–	–	﹤0.01%	1078
2020 Q1	$1K	Buy	31 +4	+15%	+$200	﹤0.01%	1015
2019 Q4	$2K	Hold	27	–	–	﹤0.01%	867
2019 Q3	$1K	Sell	27 -31	-53%	-$1.74K	﹤0.01%	1030
2019 Q2	$4K	Buy	+58	New	+$3.25K	﹤0.01%	537

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Tarbox Family Office's UVV Position: Q2 2022 in Review

Tarbox Family Office sold out of Universal Corp (UVV) in Q2 2022, closing a stake of 40 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in UVV in Q2 2019 and held it in 12 quarters. The position peaked at $4K in Q2 2019. 186 funds tracked by Wall St. Rank hold UVV as of Q2 2022.

Tarbox Family Office reported no remaining Universal Corp position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 40 Universal Corp shares in Q2 2022, an estimated $2K.
Tarbox Family Office first reported a position in Universal Corp in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's Universal Corp position peaked at $4K in Q2 2019.
186 funds tracked by Wall St. Rank held Universal Corp as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.