Wintrust Investments’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $110K | Sell |
2,007
-3,101
| -61% | -$166K | 0.1% | 156 |
|
|
2024
Q3 | $271K | Sell |
5,108
-58,098
| -92% | -$3M | 0.2% | 94 |
|
|
2024
Q2 | $3.05M | Buy |
63,206
+8,951
| +16% | +$447K | 0.25% | 73 |
|
|
2024
Q1 | $2.81M | Buy |
54,255
+3,500
| +7% | +$190K | 0.25% | 83 |
|
|
2023
Q4 | $3.42M | Sell |
50,755
-16,750
| -25% | -$897K | 0.33% | 61 |
|
|
2023
Q3 | $3.19M | Buy |
67,505
+20,850
| +45% | +$1.01M | 0.33% | 64 |
|
|
2023
Q2 | $2.33M | Sell |
46,655
-8,100
| -15% | -$426K | 0.23% | 93 |
|
|
2023
Q1 | $2.9M | Buy |
54,755
+2,900
| +6% | +$152K | 0.37% | 51 |
|
|
2022
Q4 | $2.74M | Buy |
51,855
+17,380
| +50% | +$904K | 0.36% | 57 |
|
|
2022
Q3 | $1.59M | Buy |
34,475
+5,000
| +17% | +$262K | 0.2% | 96 |
|
|
2022
Q2 | $1.78M | Sell |
29,475
-2,450
| -8% | -$146K | 0.21% | 91 |
|
|
2022
Q1 | $1.85M | Sell |
31,925
-5,882
| -16% | -$324K | 0.18% | 109 |
|
|
2021
Q4 | $2.08M | Sell |
37,807
-1,200
| -3% | -$59.8K | 0.2% | 97 |
|
|
2021
Q3 | $1.89M | Buy |
39,007
+11,100
| +40% | +$563K | 0.25% | 76 |
|
|
2021
Q2 | $1.59M | Sell |
27,907
-2,650
| -9% | -$153K | 0.16% | 119 |
|
|
2021
Q1 | $1.8M | Buy |
+30,557
| New | +$1.6M | 0.19% | 109 |
|
|
2020
Q4 | – | Sell |
-59,125
| Closed | -$2.48M | – | 338 |
|
|
2020
Q3 | $2.48M | Buy |
59,125
+8,084
| +16% | +$346K | 0.34% | 64 |
|
|
2020
Q2 | $2.17M | Sell |
51,041
-12,570
| -20% | -$553K | 0.3% | 61 |
|
|
2020
Q1 | $2.81M | Buy |
63,611
+18,916
| +42% | +$944K | 0.46% | 44 |
|
|
2019
Q4 | $2.55M | Buy |
44,695
+2,270
| +5% | +$123K | 0.36% | 53 |
|
|
2019
Q3 | $2.33M | Buy |
42,425
+3,450
| +9% | +$193K | 0.35% | 55 |
|
|
2019
Q2 | $2.37M | Sell |
38,975
-2,500
| -6% | -$140K | 0.36% | 57 |
|
|
2019
Q1 | $2.39M | Buy |
41,475
+2,200
| +6% | +$126K | 0.39% | 55 |
|
|
2018
Q4 | $2.13M | Sell |
39,275
-850
| -2% | -$54.7K | 0.4% | 46 |
|
|
2018
Q3 | $2.61M | Buy |
40,125
+4,550
| +13% | +$290K | 0.43% | 41 |
|
|
2018
Q2 | $2.35M | Sell |
35,575
-9,500
| -21% | -$526K | 0.41% | 45 |
|
|
2018
Q1 | $2.19M | Buy |
+45,075
| New | +$2.24M | 0.55% | 31 |
|
|
2017
Q2 | – | Sell |
-3,725
| Closed | -$264K | – | 303 |
|
|
2017
Q1 | $264K | Sell |
3,725
-440
| -11% | -$30.7K | 0.08% | 243 |
|
|
2016
Q4 | $266K | Sell |
4,165
-525
| -11% | -$30K | 0.11% | 167 |
|
|
2016
Q3 | $273K | Sell |
4,690
-1,085
| -19% | -$64K | 0.13% | 154 |
|
|
2016
Q2 | $33K | Buy |
+5,775
| New | +$318K | 0.07% | 129 |
|
Other funds holding UVV
Wintrust Investments's UVV Position: Q4 2024 in Review
Wintrust Investments reduced its Universal Corp (UVV) stake by 61% in Q4 2024, selling an estimated $166K and leaving 2,007 shares worth $110K. The position accounts for 0.1% of the portfolio, ranked #156.
Wintrust Investments first reported a position in UVV in Q2 2016 and has held it in 31 quarters since. The position peaked at $3.42M in Q4 2023. 213 funds tracked by Wall St. Rank hold UVV as of Q4 2024.
- Wintrust Investments held 2,007 shares of Universal Corp worth $110K as of Q4 2024.
- Wintrust Investments sold 3,101 Universal Corp shares in Q4 2024, an estimated $166K.
- Universal Corp made up 0.1% of Wintrust Investments's portfolio in Q4 2024, its #156 holding.
- Wintrust Investments first reported a position in Universal Corp in Q2 2016 and has held it in 31 quarters since.
- Wintrust Investments's Universal Corp position peaked at $3.42M in Q4 2023.
- 213 funds tracked by Wall St. Rank held Universal Corp as of Q4 2024.
Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.