Hotchkis & Wiley Capital Management’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 | $10.3M | Sell |
300,739
-13,420
| -4% | -$454K | 0.03% | 228 |
|
|
2025
Q4 | $10.3M | Sell |
314,159
-800
| -0.3% | -$25.1K | 0.03% | 235 |
|
|
2025
Q3 | $9.46M | Sell |
314,959
-23,371
| -7% | -$718K | 0.03% | 271 |
|
|
2025
Q2 | $10.2M | Buy |
338,330
+29,900
| +10% | +$870K | 0.03% | 248 |
|
|
2025
Q1 | $8.75M | Sell |
308,430
-82,340
| -21% | -$2.44M | 0.03% | 264 |
|
|
2024
Q4 | $11.5M | Sell |
390,770
-4,130
| -1% | -$123K | 0.04% | 223 |
|
|
2024
Q3 | $11.1M | Sell |
394,900
-58,140
| -13% | -$1.55M | 0.04% | 208 |
|
|
2024
Q2 | $10.3M | Buy |
453,040
+22,240
| +5% | +$470K | 0.04% | 225 |
|
|
2024
Q1 | $8.97M | Buy |
430,800
+127,600
| +42% | +$2.59M | 0.03% | 266 |
|
|
2023
Q4 | $6.68M | Buy |
303,200
+5,600
| +2% | +$105K | 0.02% | 338 |
|
|
2023
Q3 | $5.17M | Buy |
297,600
+11,900
| +4% | +$219K | 0.02% | 371 |
|
|
2023
Q2 | $5.17M | Buy |
285,700
+90,430
| +46% | +$1.77M | 0.02% | 374 |
|
|
2023
Q1 | $4.64M | Buy |
195,270
+38,610
| +25% | +$1.02M | 0.02% | 368 |
|
|
2022
Q4 | $4.09M | Buy |
156,660
+65,170
| +71% | +$1.75M | 0.02% | 384 |
|
|
2022
Q3 | $2.15M | Hold |
91,490
| – | – | 0.01% | 443 |
|
|
2022
Q2 | $2.33M | Buy |
91,490
+5,100
| +6% | +$131K | 0.01% | 445 |
|
|
2022
Q1 | $2.31M | Buy |
86,390
+4,730
| +6% | +$139K | 0.01% | 458 |
|
|
2021
Q4 | $2.44M | Sell |
81,660
-79,450
| -49% | -$2.31M | 0.01% | 436 |
|
|
2021
Q3 | $4.41M | Sell |
161,110
-510
| -0.3% | -$13.7K | 0.01% | 361 |
|
|
2021
Q2 | $4.26M | Buy |
161,620
+11,800
| +8% | +$331K | 0.01% | 382 |
|
|
2021
Q1 | $4.28M | Sell |
149,820
-13,320
| -8% | -$338K | 0.01% | 343 |
|
|
2020
Q4 | $3.36M | Buy |
163,140
+78,850
| +94% | +$1.41M | 0.01% | 376 |
|
|
2020
Q3 | $1.21M | Buy |
84,290
+12,620
| +18% | +$196K | 0.01% | 411 |
|
|
2020
Q2 | $1.16M | Buy |
71,670
+4,040
| +6% | +$64.8K | 0.01% | 430 |
|
|
2020
Q1 | $1.1M | Sell |
67,630
-2,700
| -4% | -$61.8K | 0.01% | 414 |
|
|
2019
Q4 | $1.88M | Buy |
70,330
+9,640
| +16% | +$249K | 0.01% | 410 |
|
|
2019
Q3 | $1.55M | Buy |
60,690
+840
| +1% | +$21.7K | 0.01% | 415 |
|
|
2019
Q2 | $1.57M | Buy |
59,850
+700
| +1% | +$17.6K | 0.01% | 399 |
|
|
2019
Q1 | $1.45M | Buy |
+59,150
| New | +$1.44M | 0.01% | 421 |
|
Other funds holding UVSP
VCM
