Colonial Trust Advisors’s Universal Corp UVV Stock Holding History

Colonial Trust 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
2024 Q4	–	Sell	-800	Closed	-$42.5K	–	784
2024 Q3	$42.5K	Hold	800	–	–	﹤0.01%	355
2024 Q2	$38.6K	Hold	800	–	–	﹤0.01%	356
2024 Q1	$41.4K	Hold	800	–	–	﹤0.01%	350
2023 Q4	$53.9K	Hold	800	–	–	0.01%	308
2023 Q3	$37.8K	Hold	800	–	–	﹤0.01%	357
2023 Q2	$40K	Hold	800	–	–	﹤0.01%	355
2023 Q1	$42.3K	Hold	800	–	–	0.01%	350
2022 Q4	$42.2K	Buy	+800	New	+$41.6K	0.01%	353

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Colonial Trust Advisors's UVV Position: Q4 2024 in Review

Colonial Trust Advisors sold out of Universal Corp (UVV) in Q4 2024, closing a stake of 800 shares — an estimated $42.5K sold.

Colonial Trust Advisors first reported a position in UVV in Q4 2022 and held it in 8 quarters. The position peaked at $53.9K in Q4 2023. 213 funds tracked by Wall St. Rank hold UVV as of Q4 2024.

Colonial Trust Advisors reported no remaining Universal Corp position as of Q4 2024 after selling out during the quarter.
Colonial Trust Advisors sold 800 Universal Corp shares in Q4 2024, an estimated $42.5K.
Colonial Trust Advisors first reported a position in Universal Corp in Q4 2022 and held it in 8 quarters.
Colonial Trust Advisors's Universal Corp position peaked at $53.9K in Q4 2023.
213 funds tracked by Wall St. Rank held Universal Corp as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.