Bridgeway 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 | $6.18M | Buy |
205,811
+3,157
| +2% | +$94.8K | 0.15% | 195 |
|
2025
Q1 | $5.75M | Buy |
202,654
+4,087
| +2% | +$116K | 0.14% | 198 |
|
2024
Q4 | $5.86M | Sell |
198,567
-18,303
| -8% | -$540K | 0.13% | 230 |
|
2024
Q3 | $6.1M | Buy |
216,870
+4,690
| +2% | +$132K | 0.13% | 237 |
|
2024
Q2 | $4.84M | Sell |
212,180
-3,700
| -2% | -$84.5K | 0.11% | 269 |
|
2024
Q1 | $4.49M | Buy |
215,880
+6,125
| +3% | +$128K | 0.09% | 336 |
|
2023
Q4 | $4.62M | Buy |
209,755
+21,320
| +11% | +$470K | 0.1% | 325 |
|
2023
Q3 | $3.28M | Buy |
188,435
+23,577
| +14% | +$410K | 0.08% | 387 |
|
2023
Q2 | $2.98M | Sell |
164,858
-80,346
| -33% | -$1.45M | 0.07% | 430 |
|
2023
Q1 | $5.82M | Sell |
245,204
-6,175
| -2% | -$147K | 0.15% | 215 |
|
2022
Q4 | $6.57M | Sell |
251,379
-22,100
| -8% | -$577K | 0.17% | 193 |
|
2022
Q3 | $6.42M | Hold |
273,479
| – | – | 0.17% | 185 |
|
2022
Q2 | $6.96M | Buy |
273,479
+135,000
| +97% | +$3.43M | 0.16% | 232 |
|
2022
Q1 | $3.71M | Hold |
138,479
| – | – | 0.07% | 412 |
|
2021
Q4 | $4.14M | Hold |
138,479
| – | – | 0.08% | 379 |
|
2021
Q3 | $3.79M | Buy |
138,479
+21,500
| +18% | +$589K | 0.07% | 381 |
|
2021
Q2 | $3.09M | Hold |
116,979
| – | – | 0.06% | 461 |
|
2021
Q1 | $3.34M | Sell |
116,979
-15,000
| -11% | -$429K | 0.06% | 408 |
|
2020
Q4 | $2.72M | Hold |
131,979
| – | – | 0.06% | 403 |
|
2020
Q3 | $1.9M | Sell |
131,979
-45,000
| -25% | -$647K | 0.04% | 444 |
|
2020
Q2 | $2.86M | Hold |
176,979
| – | – | 0.06% | 309 |
|
2020
Q1 | $2.89M | Sell |
176,979
-20,000
| -10% | -$326K | 0.07% | 246 |
|
2019
Q4 | $5.28M | Hold |
196,979
| – | – | 0.07% | 234 |
|
2019
Q3 | $5.03M | Buy |
196,979
+77,000
| +64% | +$1.96M | 0.07% | 230 |
|
2019
Q2 | $3.15M | Hold |
119,979
| – | – | 0.04% | 357 |
|
2019
Q1 | $2.94M | Hold |
119,979
| – | – | 0.04% | 387 |
|
2018
Q4 | $2.59M | Buy |
119,979
+11,600
| +11% | +$250K | 0.03% | 404 |
|
2018
Q3 | $2.87M | Hold |
108,379
| – | – | 0.03% | 503 |
|
2018
Q2 | $2.98M | Buy |
108,379
+78,700
| +265% | +$2.16M | 0.03% | 480 |
|
2018
Q1 | $822K | Sell |
29,679
-80,000
| -73% | -$2.22M | 0.01% | 914 |
|
2017
Q4 | $3.08M | Sell |
109,679
-32,850
| -23% | -$922K | 0.03% | 445 |
|
2017
Q3 | $4.56M | Hold |
142,529
| – | – | 0.05% | 307 |
|
2017
Q2 | $4.27M | Hold |
142,529
| – | – | 0.05% | 299 |
|
2017
Q1 | $3.69M | Sell |
142,529
-185
| -0.1% | -$4.79K | 0.04% | 344 |
|
2016
Q4 | $4.41M | Hold |
142,714
| – | – | 0.06% | 300 |
|
2016
Q3 | $3.33M | Buy |
142,714
+40,914
| +40% | +$956K | 0.05% | 340 |
|
2016
Q2 | $2.14M | Sell |
101,800
-200
| -0.2% | -$4.2K | 0.03% | 493 |
|
2016
Q1 | $1.99M | Sell |
102,000
-700
| -0.7% | -$13.7K | 0.03% | 524 |
|
2015
Q4 | $2.14M | Sell |
102,700
-200
| -0.2% | -$4.17K | 0.04% | 477 |
|
2015
Q3 | $1.98M | Buy |
102,900
+200
| +0.2% | +$3.85K | 0.04% | 491 |
|
2015
Q2 | $2.09M | Sell |
102,700
-400
| -0.4% | -$8.14K | 0.04% | 497 |
|
2015
Q1 | $2.04M | Sell |
103,100
-15,000
| -13% | -$297K | 0.04% | 517 |
|
2014
Q4 | $2.39M | Sell |
118,100
-6,000
| -5% | -$121K | 0.05% | 454 |
|
2014
Q3 | $2.33M | Buy |
124,100
+25,000
| +25% | +$469K | 0.06% | 429 |
|
2014
Q2 | $2.05M | Hold |
99,100
| – | – | 0.05% | 509 |
|
2014
Q1 | $2.03M | Buy |
99,100
+1,300
| +1% | +$26.7K | 0.06% | 483 |
|
2013
Q4 | $2.02M | Buy |
97,800
+20,750
| +27% | +$429K | 0.06% | 473 |
|
2013
Q3 | $1.45M | Buy |
77,050
+39,750
| +107% | +$749K | 0.05% | 562 |
|
2013
Q2 | $711K | Buy |
+37,300
| New | +$711K | 0.03% | 782 |
|