Connor, Clark & Lunn Investment Management (CC&L)’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	$1.5M	Buy	43,642 +5,921	+16%	+$200K	﹤0.01%	1045
2025 Q4	$1.23M	Buy	37,721 +7,739	+26%	+$242K	﹤0.01%	1068
2025 Q3	$900K	Buy	29,982 +9,055	+43%	+$278K	﹤0.01%	1092
2025 Q2	$629K	Sell	20,927 -5,865	-22%	-$171K	﹤0.01%	1188
2025 Q1	$760K	Buy	26,792 +2,070	+8%	+$61.3K	﹤0.01%	1039
2024 Q4	$730K	Buy	24,722 +9,890	+67%	+$294K	﹤0.01%	1043
2024 Q3	$417K	Buy	+14,832	New	+$395K	﹤0.01%	1143
2022 Q1	–	Sell	-7,355	Closed	-$220K	–	1229
2021 Q4	$220K	Sell	7,355 -1,418	-16%	-$41.2K	﹤0.01%	959
2021 Q3	$240K	Sell	8,773 -3,597	-29%	-$96.5K	﹤0.01%	921
2021 Q2	$326K	Buy	12,370 +4,989	+68%	+$140K	﹤0.01%	851
2021 Q1	$211K	Buy	+7,381	New	+$187K	﹤0.01%	917
2020 Q1	–	Sell	-11,850	Closed	-$317K	–	1177
2019 Q4	$317K	Buy	+11,850	New	+$307K	﹤0.01%	754
2017 Q1	–	Sell	-8,100	Closed	-$250K	–	1015
2016 Q4	$250K	Buy	+8,100	New	+$216K	﹤0.01%	752