Fulcrum Equity Management Universal Corp Transaction History

Fulcrum Equity Management

$88.9 Million
Q1 2025

A detailed history of Fulcrum Equity Management transactions in Universal Corp stock. As of the latest transaction made, Fulcrum Equity Management holds 3,700 shares of UVV stock, worth $212,676. This represents 0.23% of its overall portfolio holdings.

Number of Shares

3,700

Previous 4,255 13.04%

Holding current value

$212,676

Previous $233,000 11.16%

% of portfolio

0.23%

Previous 0.24%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$49.67 - $56.43 $27,566 - $31,318	-555 Reduced 13.04%	3,700 $207,000
Q4 2024 Mar 24, 2025	SELL	$49.67 - $57.99 $221,925 - $259,099	-4,468 Reduced 51.22%	4,255 $233,000
Q3 2024 Nov 21, 2024	BUY	$46.58 - $54.85 $17,467 - $20,568	375 Added 4.49%	8,723 $463,000
Q2 2024 Jul 19, 2024	SELL	$46.0 - $54.33 $11,684 - $13,799	-254 Reduced 2.95%	8,348 $402,000
Q1 2024 Apr 24, 2024	BUY	$47.74 - $67.18 $49,172 - $69,195	1,030 Added 13.6%	8,602 $444,000
Q4 2023 Jan 18, 2024	SELL	$44.52 - $67.32 $54,759 - $82,803	-1,230 Reduced 13.97%	7,572 $509,000
Q3 2023 Nov 13, 2023	BUY	$45.87 - $50.58 $3,210 - $3,540	70 Added 0.8%	8,802 $415,000
Q2 2023 Jul 07, 2023	BUY	$49.78 - $54.89 $178,809 - $197,164	3,592 Added 69.88%	8,732 $436,000
Q1 2023 Apr 06, 2023	BUY	$50.09 - $55.24 $51,993 - $57,339	1,038 Added 25.3%	5,140 $271,000
Q4 2022 Jul 07, 2023	SELL	$44.02 - $57.39 $203,812 - $265,715	-4,630 Reduced 53.02%	4,102 $216,000
Q4 2022 Jan 10, 2023	BUY	$44.02 - $57.39 $180,570 - $235,413	4,102 New	4,102 $0
Q1 2022 Apr 15, 2022	SELL	$50.15 - $58.07 $350,347 - $405,677	-6,986 Closed	0 $0
Q4 2021 Jan 25, 2022	SELL	$46.57 - $54.92 $8,708 - $10,270	-187 Reduced 2.61%	6,986 $384,000
Q3 2021 Jan 25, 2022	BUY	$47.28 - $57.25 $11,583 - $14,026	245 Added 3.54%	7,173 $347,000
Q2 2021 Jul 15, 2021	BUY	$53.89 - $60.32 $41,764 - $46,748	775 Added 12.6%	6,928 $395,000
Q1 2021 Apr 05, 2021	SELL	$45.62 - $59.3 $6,751 - $8,776	-148 Reduced 2.35%	6,153 $363,000
Q4 2020 Feb 22, 2021	SELL	$39.58 - $51.05 $34,790 - $44,872	-879 Reduced 12.24%	6,301 $306,000
Q3 2020 Oct 27, 2020	SELL	$39.61 - $45.67 $312,087 - $359,833	-7,879 Reduced 52.32%	7,180 $301,000
Q2 2020 Aug 17, 2020	BUY	$40.44 - $49.03 $608,985 - $738,342	15,059 New	15,059 $640,000

Others Institutions Holding UVV

# of Institutions

236

Shares Held

19.9M

Call Options Held

49.6K

Put Options Held

29.6K

View Full List

About UNIVERSAL CORP

Ticker UVV
Exchange NYSE
Sector Consumer Defensive
Industry Tobacco
Shares Outstandng 24,602,300
Market Cap $1.41B
Description
Universal Corporation processes and supplies leaf tobacco and plant-based ingredients worldwide. The company operates through two segments, Tobacco Operations and Ingredients Operations. It is involved in the procuring, financing, processing, packing, storing, and shipping leaf tobacco for sale to manufacturers of consumer tobacco products. The ...

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Fulcrum Equity Management Universal Corp Transaction History