AF
UNVR

Allworth Financial’s Univar Solutions Inc. UNVR Stock Holding History

Allworth Financial’s Portfolio UNVR Stock Details UNVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-13
Closed – – 3250
2022
Q3 		$0 Sell
13
-439
-97% -$11K ﹤0.01% 3213
2022
Q2 		$11K Buy
+452
New +$13.3K ﹤0.01% 1559

Other funds holding UNVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Allworth Financial's UNVR Position: Q4 2022 in Review

Allworth Financial sold out of Univar Solutions Inc. (UNVR) in Q4 2022, closing a stake of 13 shares.

Allworth Financial first reported a position in UNVR in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q2 2022. 321 funds tracked by Wall St. Rank hold UNVR as of Q4 2022.

  • Allworth Financial reported no remaining Univar Solutions Inc. position as of Q4 2022 after selling out during the quarter.
  • Allworth Financial sold 13 Univar Solutions Inc. shares in Q4 2022.
  • Allworth Financial first reported a position in Univar Solutions Inc. in Q2 2022 and held it in 2 quarters.
  • Allworth Financial's Univar Solutions Inc. position peaked at $11K in Q2 2022.
  • 321 funds tracked by Wall St. Rank held Univar Solutions Inc. as of Q4 2022.

Based on Allworth Financial's 13F filing for Q4 2022, filed 13 Jan 2023.