Universal Corporation shares owned by Creative Planning
Quarter-by-quarter ownership of Universal Corporation (UVV) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Universal Corporation
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Quarterly reported holdings in Universal Corporation by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.5M | 47k | 52.75 |
| 2025-09-30 | $1.0M | 19k | 55.87 |
| 2025-06-30 | $675k | 12k | 58.24 |
| 2025-03-31 | $517k | 9.2k | 56.05 |
| 2024-12-31 | $399k | 7.3k | 54.85 |
| 2024-09-30 | $364k | 6.9k | 53.10 |
| 2024-06-30 | $241k | 5.0k | 48.19 |
| 2024-03-31 | $1.2M | 24k | 51.72 |
| 2023-12-31 | $1.2M | 18k | 67.32 |
| 2023-09-30 | $619k | 13k | 47.21 |
| 2022-06-30 | $203k | 3.3k | 60.63 |
| 2021-03-31 | $230k | 3.9k | 58.97 |
| 2019-12-31 | $216k | 3.8k | 57.10 |
| 2019-09-30 | $217k | 4.0k | 54.91 |
| 2019-06-30 | $233k | 3.8k | 60.72 |
| 2019-03-31 | $217k | 3.8k | 57.67 |
| 2018-09-30 | $222k | 3.4k | 64.93 |
| 2018-06-30 | $219k | 3.3k | 66.06 |
| 2017-06-30 | $217k | 3.4k | 64.68 |
| 2017-03-31 | $237k | 3.4k | 70.64 |
| 2016-12-31 | $260k | 4.1k | 63.82 |
| 2016-09-30 | $235k | 4.0k | 58.25 |
| 2016-06-30 | $233k | 4.0k | 57.77 |
| 2016-03-31 | $229k | 4.0k | 56.78 |
| 2015-12-31 | $223k | 4.0k | 56.03 |
| 2015-09-30 | $242k | 4.9k | 49.59 |
| 2015-03-31 | $221k | 4.7k | 47.22 |
| 2014-12-31 | $172k | 3.9k | 44.08 |
| 2014-09-30 | $173k | 3.9k | 44.36 |
| 2014-06-30 | $216k | 3.9k | 55.38 |
| 2014-03-31 | $201k | 3.6k | 55.83 |
| 2013-12-31 | $131k | 2.4k | 54.58 |
| 2013-09-30 | $25k | 500 | 50.00 |
| 2013-06-30 | $35k | 600 | 58.33 |
| 2012-12-31 | $25k | 500 | 50.00 |
| 2012-09-30 | $36k | 700 | 51.43 |