Whittier Trust’s Universal Corp UVV Stock Holding History

Whittier Trust’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	-159	Closed	-$8.72K	–	1564
2024 Q4	$8.72K	Sell	159 -101	-39%	-$5.41K	﹤0.01%	1269
2024 Q3	$13.8K	Hold	260	–	–	﹤0.01%	1204
2024 Q2	$12.5K	Sell	260 -83	-24%	-$4.14K	﹤0.01%	1215
2024 Q1	$17.7K	Hold	343	–	–	﹤0.01%	1162
2023 Q4	$23.1K	Sell	343 -18	-5%	-$964	﹤0.01%	1078
2023 Q3	$17K	Hold	361	–	–	﹤0.01%	1147
2023 Q2	$18K	Hold	361	–	–	﹤0.01%	1147
2023 Q1	$19.1K	Hold	361	–	–	﹤0.01%	1169
2022 Q4	$19.1K	Sell	361 -44	-11%	-$2.29K	﹤0.01%	1159
2022 Q3	$19K	Hold	405	–	–	﹤0.01%	1202
2022 Q2	$25K	Hold	405	–	–	﹤0.01%	1115
2022 Q1	$24K	Sell	405 -1,500	-79%	-$82.6K	﹤0.01%	1162
2021 Q4	$105K	Buy	1,905 +1,500	+370%	+$74.8K	﹤0.01%	813
2021 Q3	$20K	Hold	405	–	–	﹤0.01%	1128
2021 Q2	$23K	Hold	405	–	–	﹤0.01%	1119
2021 Q1	$24K	Hold	405	–	–	﹤0.01%	1091
2020 Q4	$20K	Hold	405	–	–	﹤0.01%	1048
2020 Q3	$17K	Hold	405	–	–	﹤0.01%	1044
2020 Q2	$17K	Hold	405	–	–	﹤0.01%	995
2020 Q1	$18K	Hold	405	–	–	﹤0.01%	1009
2019 Q4	$23K	Hold	405	–	–	﹤0.01%	1005
2019 Q3	$22K	Hold	405	–	–	﹤0.01%	1006
2019 Q2	$25K	Hold	405	–	–	﹤0.01%	918
2019 Q1	$23K	Hold	405	–	–	﹤0.01%	929
2018 Q4	$22K	Hold	405	–	–	﹤0.01%	940
2018 Q3	$26K	Hold	405	–	–	﹤0.01%	904
2018 Q2	$27K	Hold	405	–	–	﹤0.01%	874
2018 Q1	$20K	Hold	405	–	–	﹤0.01%	941
2017 Q4	$21K	Buy	+405	New	+$22.5K	﹤0.01%	911

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

Whittier Trust's UVV Position: Q1 2025 in Review

Whittier Trust sold out of Universal Corp (UVV) in Q1 2025, closing a stake of 159 shares — an estimated $8.72K sold.

Whittier Trust first reported a position in UVV in Q4 2017 and held it in 29 quarters. The position peaked at $105K in Q4 2021. 218 funds tracked by Wall St. Rank hold UVV as of Q1 2025.

Whittier Trust reported no remaining Universal Corp position as of Q1 2025 after selling out during the quarter.
Whittier Trust sold 159 Universal Corp shares in Q1 2025, an estimated $8.72K.
Whittier Trust first reported a position in Universal Corp in Q4 2017 and held it in 29 quarters.
Whittier Trust's Universal Corp position peaked at $105K in Q4 2021.
218 funds tracked by Wall St. Rank held Universal Corp as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.