Taurus Asset Management’s Dominion Energy D Stock Holding History

Taurus Asset Management’s Portfolio D Stock Details D Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-4,356	Closed	-$344K	–	84
2020 Q3	$344K	Hold	4,356	–	–	0.04%	74
2020 Q2	$354K	Hold	4,356	–	–	0.05%	71
2020 Q1	$314K	Hold	4,356	–	–	0.05%	70
2019 Q4	$361K	Hold	4,356	–	–	0.05%	74
2019 Q3	$353K	Hold	4,356	–	–	0.05%	72
2019 Q2	$337K	Hold	4,356	–	–	0.05%	74
2019 Q1	$334K	Hold	4,356	–	–	0.05%	75
2018 Q4	$311K	Hold	4,356	–	–	0.05%	75
2018 Q3	$306K	Hold	4,356	–	–	0.04%	88
2018 Q2	$297K	Hold	4,356	–	–	0.04%	83
2018 Q1	$294K	Sell	4,356 -140	-3%	-$10.3K	0.04%	87
2017 Q4	$364K	Buy	4,496 +140	+3%	+$11.3K	0.05%	79
2017 Q3	$335K	Hold	4,356	–	–	0.05%	82
2017 Q2	$334K	Hold	4,356	–	–	0.05%	83
2017 Q1	$338K	Hold	4,356	–	–	0.06%	80
2016 Q4	$334K	Hold	4,356	–	–	0.06%	76
2016 Q3	$324K	Hold	4,356	–	–	0.06%	76
2016 Q2	$339K	Hold	4,356	–	–	0.06%	74
2016 Q1	$327K	Hold	4,356	–	–	0.06%	77
2015 Q4	$295K	Hold	4,356	–	–	0.06%	78
2015 Q3	$307K	Hold	4,356	–	–	0.06%	79
2015 Q2	$291K	Hold	4,356	–	–	0.05%	82
2015 Q1	$309K	Hold	4,356	–	–	0.06%	82
2014 Q4	$335K	Hold	4,356	–	–	0.06%	85
2014 Q3	$301K	Hold	4,356	–	–	0.06%	89
2014 Q2	$312K	Sell	4,356 -700	-14%	-$49.1K	0.06%	90
2014 Q1	$359K	Buy	5,056 +700	+16%	+$47.8K	0.07%	88
2013 Q4	$282K	Hold	4,356	–	–	0.06%	93
2013 Q3	$272K	Sell	4,356 -800	-16%	-$47.5K	0.06%	92
2013 Q2	$293K	Buy	+5,156	New	+$302K	0.07%	90

Other funds holding D

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Taurus Asset Management's D Position: Q4 2020 in Review

Taurus Asset Management sold out of Dominion Energy (D) in Q4 2020, closing a stake of 4,356 shares — an estimated $344K sold.

Taurus Asset Management first reported a position in D in Q2 2013 and held it in 30 quarters. The position peaked at $364K in Q4 2017. 1,469 funds tracked by Wall St. Rank hold D as of Q4 2020.

Taurus Asset Management reported no remaining Dominion Energy position as of Q4 2020 after selling out during the quarter.
Taurus Asset Management sold 4,356 Dominion Energy shares in Q4 2020, an estimated $344K.
Taurus Asset Management first reported a position in Dominion Energy in Q2 2013 and held it in 30 quarters.
Taurus Asset Management's Dominion Energy position peaked at $364K in Q4 2017.
1,469 funds tracked by Wall St. Rank held Dominion Energy as of Q4 2020.

Based on Taurus Asset Management's 13F filing for Q4 2020, filed 9 Feb 2021.