West Paces Advisors’s Universal Corp UVV Stock Holding History

West Paces Advisors’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 Q3	–	Sell	-42	Closed	-$2.1K	–	557
2023 Q2	$2.1K	Hold	42	–	–	﹤0.01%	452
2023 Q1	$2.22K	Buy	+42	New	+$2.21K	﹤0.01%	461

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

West Paces Advisors's UVV Position: Q3 2023 in Review

West Paces Advisors sold out of Universal Corp (UVV) in Q3 2023, closing a stake of 42 shares — an estimated $2.1K sold.

West Paces Advisors first reported a position in UVV in Q1 2023 and held it in 2 quarters. The position peaked at $2.22K in Q1 2023. 183 funds tracked by Wall St. Rank hold UVV as of Q3 2023.

West Paces Advisors reported no remaining Universal Corp position as of Q3 2023 after selling out during the quarter.
West Paces Advisors sold 42 Universal Corp shares in Q3 2023, an estimated $2.1K.
West Paces Advisors first reported a position in Universal Corp in Q1 2023 and held it in 2 quarters.
West Paces Advisors's Universal Corp position peaked at $2.22K in Q1 2023.
183 funds tracked by Wall St. Rank held Universal Corp as of Q3 2023.

Based on West Paces Advisors's 13F filing for Q3 2023, filed 18 Dec 2023.