Taylor Hoffman Wealth Management’s Universal Corp UVV Stock Holding History

Taylor Hoffman Wealth Management’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 Q2	$391K	Hold	8,201	–	–	0.16%	84
2024 Q1	$424K	Buy	8,201 +29	+0.4%	+$1.58K	0.18%	79
2023 Q4	$550K	Buy	+8,172	New	+$438K	0.25%	67
2020 Q3	–	Sell	-2,314	Closed	-$98K	–	343
2020 Q2	$98K	Buy	+2,314	New	+$102K	0.06%	151
2020 Q1	–	Sell	-2,314	Closed	-$132K	–	361
2019 Q4	$132K	Hold	2,314	–	–	0.09%	140
2019 Q3	$127K	Hold	2,314	–	–	0.09%	141
2019 Q2	$141K	Hold	2,314	–	–	0.11%	133
2019 Q1	$133K	Hold	2,314	–	–	0.1%	130
2018 Q4	$125K	Hold	2,314	–	–	0.11%	118
2018 Q3	$150K	Hold	2,314	–	–	0.12%	115
2018 Q2	$153K	Hold	2,314	–	–	0.13%	111
2018 Q1	$112K	Hold	2,314	–	–	0.1%	124
2017 Q4	$121K	Buy	+2,314	New	+$129K	0.12%	119

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Taylor Hoffman Wealth Management's UVV Position: Q2 2024 in Review

Taylor Hoffman Wealth Management held its Universal Corp (UVV) position steady in Q2 2024 at 8,201 shares worth $391K. The position accounts for 0.16% of the portfolio, ranked #84.

Taylor Hoffman Wealth Management first reported a position in UVV in Q4 2017 and has held it in 13 quarters since. The position peaked at $550K in Q4 2023. 213 funds tracked by Wall St. Rank hold UVV as of Q2 2024.

Taylor Hoffman Wealth Management held 8,201 shares of Universal Corp worth $391K as of Q2 2024.
Taylor Hoffman Wealth Management left its Universal Corp share count unchanged in Q2 2024.
Universal Corp made up 0.16% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #84 holding.
Taylor Hoffman Wealth Management first reported a position in Universal Corp in Q4 2017 and has held it in 13 quarters since.
Taylor Hoffman Wealth Management's Universal Corp position peaked at $550K in Q4 2023.
213 funds tracked by Wall St. Rank held Universal Corp as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.