Jacobs Levy Equity Management’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,222
| Closed | -$345K | – | 1062 |
|
|
2022
Q4 | $345K | Buy |
13,222
+3,957
| +43% | +$103K | ﹤0.01% | 841 |
|
|
2022
Q3 | $218K | Buy |
9,265
+252
| +3% | +$5.93K | ﹤0.01% | 927 |
|
|
2022
Q2 | $229K | Sell |
9,013
-531
| -6% | -$13.5K | ﹤0.01% | 951 |
|
|
2022
Q1 | $255K | Sell |
9,544
-1,022
| -10% | -$27.3K | ﹤0.01% | 941 |
|
|
2021
Q4 | $316K | Buy |
10,566
+2,473
| +31% | +$74K | ﹤0.01% | 892 |
|
|
2021
Q3 | $222K | Buy |
+8,093
| New | +$222K | ﹤0.01% | 976 |
|
|
2021
Q2 | – | Sell |
-7,841
| Closed | -$224K | – | 1119 |
|
|
2021
Q1 | $224K | Buy |
+7,841
| New | +$224K | ﹤0.01% | 965 |
|
|
2020
Q3 | – | Sell |
-14,097
| Closed | -$228K | – | 1110 |
|
|
2020
Q2 | $228K | Hold |
14,097
| – | – | ﹤0.01% | 933 |
|
|
2020
Q1 | $230K | Sell |
14,097
-5,700
| -29% | -$93K | ﹤0.01% | 856 |
|
|
2019
Q4 | $530K | Sell |
19,797
-13,003
| -40% | -$348K | 0.01% | 778 |
|
|
2019
Q3 | $837K | Buy |
32,800
+8,900
| +37% | +$227K | 0.01% | 642 |
|
|
2019
Q2 | $628K | Sell |
23,900
-5,200
| -18% | -$137K | 0.01% | 707 |
|
|
2019
Q1 | $712K | Hold |
29,100
| – | – | 0.01% | 727 |
|
|
2018
Q4 | $628K | Buy |
29,100
+5,900
| +25% | +$127K | 0.01% | 699 |
|
|
2018
Q3 | $614K | Buy |
+23,200
| New | +$614K | 0.01% | 734 |
|