Transce3nd’s Universal Corp UVV Stock Holding History

Transce3nd’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 Q1	–	Sell	-173	Closed	-$9.49K	–	1580
2024 Q4	$9.49K	Buy	+173	New	+$9.27K	﹤0.01%	767

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

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

Transce3nd's UVV Position: Q1 2025 in Review

Transce3nd sold out of Universal Corp (UVV) in Q1 2025, closing a stake of 173 shares — an estimated $9.49K sold.

Transce3nd first reported a position in UVV in Q4 2024 and held it in 1 quarter. The position peaked at $9.49K in Q4 2024. 218 funds tracked by Wall St. Rank hold UVV as of Q1 2025.

Transce3nd reported no remaining Universal Corp position as of Q1 2025 after selling out during the quarter.
Transce3nd sold 173 Universal Corp shares in Q1 2025, an estimated $9.49K.
Transce3nd first reported a position in Universal Corp in Q4 2024 and held it in 1 quarter.
Transce3nd's Universal Corp position peaked at $9.49K in Q4 2024.
218 funds tracked by Wall St. Rank held Universal Corp as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.