Aberdeen Group’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-473,699
| Closed | -$12.1M | – | 952 |
|
|
2019
Q3 | $12.1M | Sell |
473,699
-322,190
| -40% | -$8.22M | 0.03% | 409 |
|
|
2019
Q2 | $20.9M | Sell |
795,889
-404,292
| -34% | -$10.6M | 0.05% | 348 |
|
|
2019
Q1 | $29.4M | Sell |
1,200,181
-76,662
| -6% | -$1.88M | 0.06% | 279 |
|
|
2018
Q4 | $26.9M | Sell |
1,276,843
-85,100
| -6% | -$1.8M | 0.06% | 276 |
|
|
2018
Q3 | $36M | Sell |
1,361,943
-715,254
| -34% | -$18.9M | 0.07% | 277 |
|
|
2018
Q2 | $57.2M | Sell |
2,077,197
-129,631
| -6% | -$3.57M | 0.11% | 169 |
|
|
2018
Q1 | $61.2M | Sell |
2,206,828
-324,654
| -13% | -$9M | 0.12% | 167 |
|
|
2017
Q4 | $71.1M | Buy |
2,531,482
+408,343
| +19% | +$11.5M | 0.14% | 144 |
|
|
2017
Q3 | $67.9M | Buy |
+2,123,139
| New | +$67.9M | 0.12% | 156 |
|