Vident Advisory’s Universal Corp UVV Stock Holding History

Vident Advisory’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
2026 Q1	$272K	Sell	5,155 -692	-12%	-$37.2K	﹤0.01%	1556
2025 Q4	$308K	Sell	5,847 -1,124	-16%	-$59.7K	﹤0.01%	1363
2025 Q3	$389K	Sell	6,971 -63	-0.9%	-$3.48K	﹤0.01%	1292
2025 Q2	$410K	Buy	7,034 +121	+2%	+$6.97K	﹤0.01%	1163
2025 Q1	$388K	Buy	6,913 +1,787	+35%	+$95.3K	0.01%	1163
2024 Q4	$281K	Sell	5,126 -62	-1%	-$3.32K	﹤0.01%	1201
2024 Q3	$276K	Sell	5,188 -195	-4%	-$10.1K	0.01%	1169
2024 Q2	$259K	Buy	5,383 +839	+18%	+$41.9K	0.01%	1181
2024 Q1	$235K	Sell	4,544 -42	-0.9%	-$2.29K	﹤0.01%	1142
2023 Q4	$309K	Buy	4,586 +87	+2%	+$4.66K	0.01%	988
2023 Q3	$212K	Buy	+4,499	New	+$217K	0.01%	1080

Other funds holding UVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

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

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return