Bessemer Group’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13K | Hold |
380
| – | – | ﹤0.01% | 2054 |
|
|
2025
Q4 | $12K | Hold |
380
| – | – | ﹤0.01% | 2066 |
|
|
2025
Q3 | $11K | Hold |
380
| – | – | ﹤0.01% | 1925 |
|
|
2025
Q2 | $11K | Hold |
380
| – | – | ﹤0.01% | 1795 |
|
|
2025
Q1 | $11K | Sell |
380
-257
| -40% | -$7.61K | ﹤0.01% | 1747 |
|
|
2024
Q4 | $19K | Sell |
637
-2,129
| -77% | -$63.3K | ﹤0.01% | 1544 |
|
|
2024
Q3 | $78K | Buy |
2,766
+110
| +4% | +$2.93K | ﹤0.01% | 1316 |
|
|
2024
Q2 | $61K | Hold |
2,656
| – | – | ﹤0.01% | 1247 |
|
|
2024
Q1 | $55K | Hold |
2,656
| – | – | ﹤0.01% | 1288 |
|
|
2023
Q4 | $59K | Hold |
2,656
| – | – | ﹤0.01% | 1316 |
|
|
2023
Q3 | $46K | Hold |
2,656
| – | – | ﹤0.01% | 1354 |
|
|
2023
Q2 | $48K | Hold |
2,656
| – | – | ﹤0.01% | 1382 |
|
|
2023
Q1 | $63K | Buy |
+2,656
| New | +$70.3K | ﹤0.01% | 1177 |
|
|
2022
Q2 | – | Sell |
-166
| Closed | -$4K | – | 2048 |
|
|
2022
Q1 | $4K | Hold |
166
| – | – | ﹤0.01% | 1632 |
|
|
2021
Q4 | $5K | Hold |
166
| – | – | ﹤0.01% | 1600 |
|
|
2021
Q3 | $5K | Sell |
166
-91
| -35% | -$2.44K | ﹤0.01% | 1524 |
|
|
2021
Q2 | $7K | Buy |
+257
| New | +$7.22K | ﹤0.01% | 1397 |
|
|
2020
Q3 | – | Sell |
-87,200
| Closed | -$1.41M | – | 1681 |
|
|
2020
Q2 | $1.41M | Hold |
87,200
| – | – | ﹤0.01% | 608 |
|
|
2020
Q1 | $1.42M | Hold |
87,200
| – | – | 0.01% | 518 |
|
|
2019
Q4 | $2.33M | Buy |
87,200
+1,400
| +2% | +$36.2K | 0.01% | 515 |
|
|
2019
Q3 | $2.19M | Buy |
85,800
+4,200
| +5% | +$109K | 0.01% | 492 |
|
|
2019
Q2 | $2.14M | Hold |
81,600
| – | – | 0.01% | 513 |
|
|
2019
Q1 | $2M | Buy |
+81,600
| New | +$1.99M | 0.01% | 453 |
|
Other funds holding UVSP
VCM
