Brandywine Global Investment Management’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-71,728
| Closed | -$1.3M | – | 742 |
|
|
2023
Q2 | $1.3M | Hold |
71,728
| – | – | 0.01% | 604 |
|
|
2023
Q1 | $1.7M | Buy |
71,728
+15,747
| +28% | +$374K | 0.01% | 572 |
|
|
2022
Q4 | $1.46M | Buy |
55,981
+30,341
| +118% | +$793K | 0.01% | 603 |
|
|
2022
Q3 | $602K | Sell |
25,640
-702
| -3% | -$16.5K | 0.01% | 665 |
|
|
2022
Q2 | $670K | Sell |
26,342
-103
| -0.4% | -$2.62K | 0.01% | 642 |
|
|
2022
Q1 | $708K | Buy |
+26,445
| New | +$708K | 0.01% | 639 |
|
|
2020
Q3 | – | Sell |
-12,100
| Closed | -$196K | – | 754 |
|
|
2020
Q2 | $196K | Buy |
12,100
+1,377
| +13% | +$22.3K | ﹤0.01% | 584 |
|
|
2020
Q1 | $175K | Hold |
10,723
| – | – | ﹤0.01% | 598 |
|
|
2019
Q4 | $286K | Sell |
10,723
-124
| -1% | -$3.31K | ﹤0.01% | 610 |
|
|
2019
Q3 | $277K | Hold |
10,847
| – | – | ﹤0.01% | 605 |
|
|
2019
Q2 | $285K | Sell |
10,847
-1,789
| -14% | -$47K | ﹤0.01% | 604 |
|
|
2019
Q1 | $310K | Hold |
12,636
| – | – | ﹤0.01% | 593 |
|
|
2018
Q4 | $273K | Hold |
12,636
| – | – | ﹤0.01% | 591 |
|
|
2018
Q3 | $335K | Buy |
12,636
+3,610
| +40% | +$95.7K | ﹤0.01% | 609 |
|
|
2018
Q2 | $249K | Hold |
9,026
| – | – | ﹤0.01% | 649 |
|
|
2018
Q1 | $251K | Sell |
9,026
-2,024
| -18% | -$56.3K | ﹤0.01% | 643 |
|
|
2017
Q4 | $310K | Buy |
11,050
+4,063
| +58% | +$114K | ﹤0.01% | 644 |
|
|
2017
Q3 | $224K | Sell |
6,987
-83
| -1% | -$2.66K | ﹤0.01% | 681 |
|
|
2017
Q2 | $212K | Buy |
7,070
+1,640
| +30% | +$49.2K | ﹤0.01% | 693 |
|
|
2017
Q1 | $141K | Hold |
5,430
| – | – | ﹤0.01% | 737 |
|
|
2016
Q4 | $168K | Sell |
5,430
-30
| -0.5% | -$928 | ﹤0.01% | 725 |
|
|
2016
Q3 | $128K | Hold |
5,460
| – | – | ﹤0.01% | 740 |
|
|
2016
Q2 | $115K | Hold |
5,460
| – | – | ﹤0.01% | 757 |
|
|
2016
Q1 | $107K | Sell |
5,460
-900
| -14% | -$17.6K | ﹤0.01% | 768 |
|
|
2015
Q4 | $133K | Hold |
6,360
| – | – | ﹤0.01% | 735 |
|
|
2015
Q3 | $123K | Hold |
6,360
| – | – | ﹤0.01% | 764 |
|
|
2015
Q2 | $130K | Hold |
6,360
| – | – | ﹤0.01% | 778 |
|
|
2015
Q1 | $126K | Hold |
6,360
| – | – | ﹤0.01% | 788 |
|
|
2014
Q4 | $129K | Hold |
6,360
| – | – | ﹤0.01% | 797 |
|
|
2014
Q3 | $120K | Sell |
6,360
-60
| -0.9% | -$1.13K | ﹤0.01% | 759 |
|
|
2014
Q2 | $133K | Sell |
6,420
-3,500
| -35% | -$72.5K | ﹤0.01% | 761 |
|
|
2014
Q1 | $204K | Sell |
9,920
-180
| -2% | -$3.7K | ﹤0.01% | 738 |
|
|
2013
Q4 | $209K | Sell |
10,100
-3,500
| -26% | -$72.4K | ﹤0.01% | 733 |
|
|
2013
Q3 | $257K | Hold |
13,600
| – | – | ﹤0.01% | 737 |
|
|
2013
Q2 | $260K | Buy |
+13,600
| New | +$260K | ﹤0.01% | 721 |
|