Sutton Wealth Advisors’s Universal Corp UVV Stock Holding History

Sutton Wealth 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
2023 Q3	$2.55K	Hold	54	–	–	﹤0.01%	688
2023 Q2	$2.7K	Hold	54	–	–	﹤0.01%	659
2023 Q1	$2.86K	Sell	54 -246	-82%	-$12.9K	﹤0.01%	596
2022 Q4	$15.8K	Hold	300	–	–	0.01%	789
2022 Q3	$13.8K	Sell	300 -7	-2%	-$366	0.01%	789
2022 Q2	$18.6K	Hold	307	–	–	0.01%	701
2022 Q1	$17.8K	Buy	307 +59	+24%	+$3.25K	0.01%	743
2021 Q4	$13.6K	Sell	248 -248	-50%	-$12.4K	﹤0.01%	830
2021 Q3	$24K	Buy	496 +107	+28%	+$5.43K	0.01%	641
2021 Q2	$22.2K	Hold	389	–	–	0.01%	674
2021 Q1	$22.9K	Buy	389 +262	+206%	+$13.8K	0.01%	633
2020 Q4	$6.17K	Hold	127	–	–	﹤0.01%	938
2020 Q3	$5.32K	Buy	+127	New	+$5.44K	﹤0.01%	909
2020 Q2	–	Sell	-436	Closed	-$19.3K	–	1290
2020 Q1	$19.3K	Hold	436	–	–	0.01%	488
2019 Q4	$24.9K	Hold	436	–	–	0.01%	517
2019 Q3	$23.9K	Hold	436	–	–	0.01%	520
2019 Q2	$26.5K	Hold	436	–	–	0.02%	492
2019 Q1	$25.1K	Hold	436	–	–	0.01%	503
2018 Q4	$23.6K	Hold	436	–	–	0.02%	472
2018 Q3	$28.3K	Hold	436	–	–	0.02%	465
2018 Q2	$28.8K	Hold	436	–	–	0.02%	450
2018 Q1	$21.1K	Buy	436 +29	+7%	+$1.44K	0.02%	548
2017 Q4	$21.4K	Buy	407 +124	+44%	+$6.89K	0.02%	533
2017 Q3	$16.2K	Hold	283	–	–	0.01%	611
2017 Q2	$18.3K	Hold	283	–	–	0.01%	562
2017 Q1	$20K	Hold	283	–	–	0.02%	520
2016 Q4	$18K	Hold	283	–	–	0.02%	531
2016 Q3	$16.5K	Hold	283	–	–	0.02%	518
2016 Q2	$16.3K	Hold	283	–	–	0.02%	499
2016 Q1	$16.1K	Buy	+283	New	+$15.4K	0.02%	492

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sutton Wealth Advisors's UVV Position: Q3 2023 in Review

Sutton Wealth Advisors held its Universal Corp (UVV) position steady in Q3 2023 at 54 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Sutton Wealth Advisors first reported a position in UVV in Q1 2016 and has held it in 30 quarters since. The position peaked at $28.8K in Q2 2018. 183 funds tracked by Wall St. Rank hold UVV as of Q3 2023.

Sutton Wealth Advisors held 54 shares of Universal Corp worth $2.55K as of Q3 2023.
Sutton Wealth Advisors left its Universal Corp share count unchanged in Q3 2023.
Universal Corp made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #688 holding.
Sutton Wealth Advisors first reported a position in Universal Corp in Q1 2016 and has held it in 30 quarters since.
Sutton Wealth Advisors's Universal Corp position peaked at $28.8K in Q2 2018.
183 funds tracked by Wall St. Rank held Universal Corp as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.