AQR Capital Management’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.99M | Sell |
299,403
-8,044
| -3% | -$242K | 0.01% | 1008 |
|
|
2025
Q1 | $8.72M | Sell |
307,447
-1,801
| -0.6% | -$51.1K | 0.01% | 921 |
|
|
2024
Q4 | $9.13M | Sell |
309,248
-14,584
| -5% | -$430K | 0.01% | 850 |
|
|
2024
Q3 | $9.11M | Sell |
323,832
-64,248
| -17% | -$1.81M | 0.01% | 832 |
|
|
2024
Q2 | $8.86M | Sell |
388,080
-15,311
| -4% | -$350K | 0.01% | 793 |
|
|
2024
Q1 | $8.4M | Buy |
403,391
+26,014
| +7% | +$542K | 0.01% | 774 |
|
|
2023
Q4 | $8.31M | Buy |
377,377
+47,646
| +14% | +$1.05M | 0.02% | 764 |
|
|
2023
Q3 | $5.73M | Buy |
329,731
+214,572
| +186% | +$3.73M | 0.01% | 862 |
|
|
2023
Q2 | $2.08M | Sell |
115,159
-43,836
| -28% | -$793K | ﹤0.01% | 1246 |
|
|
2023
Q1 | $3.77M | Sell |
158,995
-9,756
| -6% | -$232K | 0.01% | 1012 |
|
|
2022
Q4 | $4.41M | Buy |
168,751
+249
| +0.1% | +$6.51K | 0.01% | 949 |
|
|
2022
Q3 | $3.96M | Buy |
168,502
+91,503
| +119% | +$2.15M | 0.01% | 919 |
|
|
2022
Q2 | $1.96M | Buy |
76,999
+10,583
| +16% | +$269K | ﹤0.01% | 1105 |
|
|
2022
Q1 | $1.78M | Buy |
66,416
+1,396
| +2% | +$37.4K | ﹤0.01% | 1244 |
|
|
2021
Q4 | $1.95M | Sell |
65,020
-25
| -0% | -$748 | ﹤0.01% | 1186 |
|
|
2021
Q3 | $1.78M | Buy |
65,045
+999
| +2% | +$27.4K | ﹤0.01% | 1213 |
|
|
2021
Q2 | $1.69M | Buy |
64,046
+5,491
| +9% | +$145K | ﹤0.01% | 1320 |
|
|
2021
Q1 | $1.67M | Buy |
58,555
+34,907
| +148% | +$998K | ﹤0.01% | 1310 |
|
|
2020
Q4 | $487K | Sell |
23,648
-15,870
| -40% | -$327K | ﹤0.01% | 1801 |
|
|
2020
Q3 | $568K | Buy |
39,518
+7,073
| +22% | +$102K | ﹤0.01% | 1659 |
|
|
2020
Q2 | $524K | Buy |
32,445
+1,047
| +3% | +$16.9K | ﹤0.01% | 1723 |
|
|
2020
Q1 | $512K | Sell |
31,398
-193
| -0.6% | -$3.15K | ﹤0.01% | 1571 |
|
|
2019
Q4 | $846K | Buy |
31,591
+10,662
| +51% | +$286K | ﹤0.01% | 1568 |
|
|
2019
Q3 | $534K | Buy |
20,929
+11,208
| +115% | +$286K | ﹤0.01% | 1733 |
|
|
2019
Q2 | $255K | Buy |
9,721
+894
| +10% | +$23.5K | ﹤0.01% | 1918 |
|
|
2019
Q1 | $216K | Buy |
+8,827
| New | +$216K | ﹤0.01% | 2051 |
|
|
2018
Q4 | – | Sell |
-18,235
| Closed | -$482K | – | 2281 |
|
|
2018
Q3 | $482K | Sell |
18,235
-2,247
| -11% | -$59.4K | ﹤0.01% | 1968 |
|
|
2018
Q2 | $564K | Buy |
20,482
+2,983
| +17% | +$82.1K | ﹤0.01% | 1940 |
|
|
2018
Q1 | $485K | Hold |
17,499
| – | – | ﹤0.01% | 1918 |
|
|
2017
Q4 | $491K | Sell |
17,499
-14,820
| -46% | -$416K | ﹤0.01% | 1921 |
|
|
2017
Q3 | $1.03M | Sell |
32,319
-13,741
| -30% | -$440K | ﹤0.01% | 1660 |
|
|
2017
Q2 | $1.38M | Buy |
46,060
+6,966
| +18% | +$209K | ﹤0.01% | 1547 |
|
|
2017
Q1 | $1.01M | Buy |
39,094
+22,873
| +141% | +$592K | ﹤0.01% | 1674 |
|
|
2016
Q4 | $501K | Buy |
+16,221
| New | +$501K | ﹤0.01% | 1928 |
|
|
2016
Q2 | – | Sell |
-14,919
| Closed | -$291K | – | 2262 |
|
|
2016
Q1 | $291K | Buy |
+14,919
| New | +$291K | ﹤0.01% | 2006 |
|