Grantham, Mayo, Van Otterloo & Co (GMO)’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,529
| Closed | -$224K | – | 782 |
|
|
2022
Q3 | $224K | Sell |
9,529
-17,300
| -64% | -$407K | ﹤0.01% | 667 |
|
|
2022
Q2 | $683K | Sell |
26,829
-1,900
| -7% | -$48.4K | ﹤0.01% | 570 |
|
|
2022
Q1 | $769K | Sell |
28,729
-3,400
| -11% | -$91K | ﹤0.01% | 553 |
|
|
2021
Q4 | $961K | Hold |
32,129
| – | – | ﹤0.01% | 542 |
|
|
2021
Q3 | $880K | Hold |
32,129
| – | – | ﹤0.01% | 543 |
|
|
2021
Q2 | $847K | Buy |
32,129
+5,300
| +20% | +$140K | ﹤0.01% | 555 |
|
|
2021
Q1 | $767K | Buy |
+26,829
| New | +$767K | ﹤0.01% | 634 |
|
|
2020
Q1 | – | Sell |
-18,800
| Closed | -$503K | – | 826 |
|
|
2019
Q4 | $503K | Sell |
18,800
-34,000
| -64% | -$910K | ﹤0.01% | 589 |
|
|
2019
Q3 | $1.35M | Buy |
52,800
+30,400
| +136% | +$776K | 0.01% | 503 |
|
|
2019
Q2 | $588K | Buy |
22,400
+4,400
| +24% | +$116K | ﹤0.01% | 586 |
|
|
2019
Q1 | $440K | Buy |
+18,000
| New | +$440K | ﹤0.01% | 598 |
|