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Evergreen Capital Management’s Univest Financial UVSP Stock Holding History

Evergreen Capital Management’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$270K Hold
7,868
– – 0.01% 1197
2025
Q4 		$258K Buy
7,868
+942
+14% +$29.5K 0.01% 1132
2025
Q3 		$208K Sell
6,926
-250
-3% -$7.68K ﹤0.01% 1211
2025
Q2 		$216K Sell
7,176
-823
-10% -$24K 0.01% 994
2025
Q1 		$227K Buy
7,999
+176
+2% +$5.21K 0.01% 917
2024
Q4 		$231K Hold
7,823
– – 0.01% 888
2024
Q3 		$220K Buy
+7,823
New +$209K 0.01% 885

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