Acadian Asset Management’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,244
| Closed | -$428K | – | 2187 |
|
|
2024
Q3 | $428K | Buy |
+15,244
| New | +$428K | ﹤0.01% | 1119 |
|
|
2021
Q2 | – | Sell |
-6,140
| Closed | -$176K | – | 2223 |
|
|
2021
Q1 | $176K | Sell |
6,140
-52,135
| -89% | -$1.49M | ﹤0.01% | 1536 |
|
|
2020
Q4 | $1.2M | Sell |
58,275
-52,323
| -47% | -$1.08M | ﹤0.01% | 928 |
|
|
2020
Q3 | $1.59M | Sell |
110,598
-61,279
| -36% | -$881K | 0.01% | 737 |
|
|
2020
Q2 | $2.77M | Buy |
171,877
+1,316
| +0.8% | +$21.2K | 0.01% | 640 |
|
|
2020
Q1 | $2.78M | Buy |
170,561
+18,024
| +12% | +$294K | 0.02% | 517 |
|
|
2019
Q4 | $4.09M | Buy |
152,537
+23,229
| +18% | +$622K | 0.02% | 486 |
|
|
2019
Q3 | $3.3M | Buy |
129,308
+38,352
| +42% | +$978K | 0.01% | 552 |
|
|
2019
Q2 | $2.39M | Buy |
90,956
+34,832
| +62% | +$915K | 0.01% | 576 |
|
|
2019
Q1 | $1.37M | Buy |
56,124
+50,440
| +887% | +$1.23M | 0.01% | 792 |
|
|
2018
Q4 | $123K | Buy |
+5,684
| New | +$123K | ﹤0.01% | 1228 |
|
|
2015
Q1 | – | Sell |
-3,789
| Closed | -$77K | – | 1473 |
|
|
2014
Q4 | $77K | Sell |
3,789
-1,424
| -27% | -$28.9K | ﹤0.01% | 1030 |
|
|
2014
Q3 | $98K | Buy |
+5,213
| New | +$98K | ﹤0.01% | 834 |
|