Connor, Clark & Lunn Investment Management (CC&L)’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Sell |
20,927
-5,865
| -22% | -$176K | ﹤0.01% | 1188 |
|
|
2025
Q1 | $760K | Buy |
26,792
+2,070
| +8% | +$58.7K | ﹤0.01% | 1039 |
|
|
2024
Q4 | $730K | Buy |
24,722
+9,890
| +67% | +$292K | ﹤0.01% | 1043 |
|
|
2024
Q3 | $417K | Buy |
+14,832
| New | +$417K | ﹤0.01% | 1143 |
|
|
2022
Q1 | – | Sell |
-7,355
| Closed | -$220K | – | 1229 |
|
|
2021
Q4 | $220K | Sell |
7,355
-1,418
| -16% | -$42.4K | ﹤0.01% | 959 |
|
|
2021
Q3 | $240K | Sell |
8,773
-3,597
| -29% | -$98.4K | ﹤0.01% | 921 |
|
|
2021
Q2 | $326K | Buy |
12,370
+4,989
| +68% | +$131K | ﹤0.01% | 851 |
|
|
2021
Q1 | $211K | Buy |
+7,381
| New | +$211K | ﹤0.01% | 917 |
|
|
2020
Q1 | – | Sell |
-11,850
| Closed | -$317K | – | 1177 |
|
|
2019
Q4 | $317K | Buy |
+11,850
| New | +$317K | ﹤0.01% | 754 |
|
|
2017
Q1 | – | Sell |
-8,100
| Closed | -$250K | – | 1014 |
|
|
2016
Q4 | $250K | Buy |
+8,100
| New | +$250K | ﹤0.01% | 752 |
|