Boston Partners’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-439,664
| Closed | -$9.59M | – | 833 |
|
|
2023
Q4 | $9.59M | Buy |
439,664
+19,707
| +5% | +$430K | 0.01% | 390 |
|
|
2023
Q3 | $7.25M | Sell |
419,957
-16,552
| -4% | -$286K | 0.01% | 390 |
|
|
2023
Q2 | $8.02M | Sell |
436,509
-12,461
| -3% | -$229K | 0.01% | 387 |
|
|
2023
Q1 | $10.3M | Buy |
448,970
+9,648
| +2% | +$221K | 0.01% | 352 |
|
|
2022
Q4 | $11.6M | Buy |
+439,322
| New | +$11.6M | 0.02% | 339 |
|