Tradition Wealth Management’s Universal Corp UVV Stock Holding History

Tradition 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 Q1	–	Sell	-92	Closed	-$6K	–	1151
2023 Q4	$6K	Buy	92 +2	+2%	+$107	﹤0.01%	1123
2023 Q3	$4K	Buy	90 +1	+1%	+$48	﹤0.01%	1262
2023 Q2	$4K	Buy	89 +1	+1%	+$53	﹤0.01%	1298
2023 Q1	$5K	Buy	88 +2	+2%	+$105	﹤0.01%	1167
2022 Q4	$5K	Buy	86 +1	+1%	+$52	﹤0.01%	1060
2022 Q3	$4K	Buy	85 +1	+1%	+$52	﹤0.01%	1123
2022 Q2	$5K	Buy	84 +1	+1%	+$60	﹤0.01%	969
2022 Q1	$5K	Buy	83 +1	+1%	+$55	﹤0.01%	1050
2021 Q4	$4K	Buy	82 +2	+3%	+$100	﹤0.01%	1107
2021 Q3	$4K	Buy	80 +1	+1%	+$51	﹤0.01%	1096
2021 Q2	$5K	Buy	+79	New	+$4.56K	﹤0.01%	1072
2021 Q1	–	Sell	-77	Closed	-$4K	–	1038
2020 Q4	$4K	Buy	+77	New	+$3.47K	﹤0.01%	882

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradition Wealth Management's UVV Position: Q1 2024 in Review

Tradition Wealth Management sold out of Universal Corp (UVV) in Q1 2024, closing a stake of 92 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in UVV in Q4 2020 and held it in 12 quarters. The position peaked at $6K in Q4 2023. 215 funds tracked by Wall St. Rank hold UVV as of Q1 2024.

Tradition Wealth Management reported no remaining Universal Corp position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 92 Universal Corp shares in Q1 2024, an estimated $6K.
Tradition Wealth Management first reported a position in Universal Corp in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's Universal Corp position peaked at $6K in Q4 2023.
215 funds tracked by Wall St. Rank held Universal Corp as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.