Impax Asset Management Group’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-105,545
| Closed | -$1.7M | – | 286 |
|
|
2020
Q2 | $1.7M | Sell |
105,545
-223,962
| -68% | -$3.61M | 0.02% | 203 |
|
|
2020
Q1 | $5.38M | Hold |
329,507
| – | – | 0.07% | 143 |
|
|
2019
Q4 | $8.82M | Hold |
329,507
| – | – | 0.1% | 126 |
|
|
2019
Q3 | $8.41M | Buy |
329,507
+212,563
| +182% | +$5.42M | 0.11% | 125 |
|
|
2019
Q2 | $3.07M | Buy |
+116,944
| New | +$3.07M | 0.04% | 173 |
|