Verdad Advisers’s Universal Corp UVV Stock Holding History

Verdad Advisers’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 Q1	–	Sell	-17,500	Closed	-$924K	–	46
2022 Q4	$924K	Sell	17,500 -5,000	-22%	-$260K	0.93%	26
2022 Q3	$1.04M	Hold	22,500	–	–	1.51%	18
2022 Q2	$1.36M	Hold	22,500	–	–	1.28%	20
2022 Q1	$1.31M	Buy	+22,500	New	+$1.24M	1.07%	29

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Verdad Advisers's UVV Position: Q1 2023 in Review

Verdad Advisers sold out of Universal Corp (UVV) in Q1 2023, closing a stake of 17,500 shares — an estimated $924K sold.

Verdad Advisers first reported a position in UVV in Q1 2022 and held it in 4 quarters. The position peaked at $1.36M in Q2 2022. 182 funds tracked by Wall St. Rank hold UVV as of Q1 2023.

Verdad Advisers reported no remaining Universal Corp position as of Q1 2023 after selling out during the quarter.
Verdad Advisers sold 17,500 Universal Corp shares in Q1 2023, an estimated $924K.
Verdad Advisers first reported a position in Universal Corp in Q1 2022 and held it in 4 quarters.
Verdad Advisers's Universal Corp position peaked at $1.36M in Q2 2022.
182 funds tracked by Wall St. Rank held Universal Corp as of Q1 2023.

Based on Verdad Advisers's 13F filing for Q1 2023, filed 12 May 2023.