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Verus Financial Partners’s Universal Corp UVV Stock Holding History

Verus Financial Partners’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
Q4 		– Sell
-16,691
Closed -$763K – 106
2023
Q3 		$763K Hold
16,691
– – 0.1% 39
2023
Q2 		$809K Buy
16,691
+3,273
+24% +$172K 0.1% 40
2023
Q1 		$713K Hold
13,418
– – 0.1% 46
2022
Q4 		$730K Hold
13,418
– – 0.1% 46
2022
Q3 		$630K Hold
13,418
– – 0.1% 50
2022
Q2 		$739K Buy
13,418
+1,984
+17% +$118K 0.11% 43
2022
Q1 		$668K Buy
+11,434
New +$629K 0.09% 43

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Verus Financial Partners's UVV Position: Q4 2023 in Review

Verus Financial Partners sold out of Universal Corp (UVV) in Q4 2023, closing a stake of 16,691 shares — an estimated $763K sold.

Verus Financial Partners first reported a position in UVV in Q1 2022 and held it in 7 quarters. The position peaked at $809K in Q2 2023. 199 funds tracked by Wall St. Rank hold UVV as of Q4 2023.

  • Verus Financial Partners reported no remaining Universal Corp position as of Q4 2023 after selling out during the quarter.
  • Verus Financial Partners sold 16,691 Universal Corp shares in Q4 2023, an estimated $763K.
  • Verus Financial Partners first reported a position in Universal Corp in Q1 2022 and held it in 7 quarters.
  • Verus Financial Partners's Universal Corp position peaked at $809K in Q2 2023.
  • 199 funds tracked by Wall St. Rank held Universal Corp as of Q4 2023.

Based on Verus Financial Partners's 13F filing for Q4 2023, filed 7 Feb 2024.