Kennedy Capital Management’s Univest Financial UVSP Stock Holding History

Kennedy Capital Management’s Portfolio UVSP Stock Details UVSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-198,371	Closed	-$2.85M	–	705
2020 Q3	$2.85M	Sell	198,371 -3,759	-2%	-$54K	0.08%	425
2020 Q2	$3.26M	Buy	202,130 +22,303	+12%	+$360K	0.09%	402
2020 Q1	$2.94M	Sell	179,827 -60,597	-25%	-$989K	0.11%	353
2019 Q4	$6.44M	Sell	240,424 -26,206	-10%	-$702K	0.16%	236
2019 Q3	$6.8M	Sell	266,630 -7,788	-3%	-$199K	0.17%	205
2019 Q2	$7.21M	Sell	274,418 -1,358	-0.5%	-$35.7K	0.17%	217
2019 Q1	$6.75M	Buy	275,776 +443	+0.2%	+$10.8K	0.16%	238
2018 Q4	$5.94M	Sell	275,333 -50,362	-15%	-$1.09M	0.15%	260
2018 Q3	$8.62M	Buy	325,695 +18,636	+6%	+$493K	0.16%	226
2018 Q2	$8.44M	Buy	307,059 +92,675	+43%	+$2.55M	0.16%	220
2018 Q1	$5.94M	Buy	214,384 +133,117	+164%	+$3.69M	0.12%	326
2017 Q4	$2.28M	Sell	81,267 -164,316	-67%	-$4.61M	0.04%	605
2017 Q3	$7.86M	Sell	245,583 -149,235	-38%	-$4.78M	0.14%	243
2017 Q2	$11.8M	Sell	394,818 -48,121	-11%	-$1.44M	0.23%	137
2017 Q1	$11.5M	Sell	442,939 -19,946	-4%	-$517K	0.2%	164
2016 Q4	$14.3M	Sell	462,885 -238,794	-34%	-$7.38M	0.25%	113
2016 Q3	$16.4M	Buy	701,679 +392,317	+127%	+$9.16M	0.31%	79
2016 Q2	$6.5M	Buy	309,362 +11,584	+4%	+$244K	0.13%	279
2016 Q1	$5.81M	Buy	297,778 +34,039	+13%	+$664K	0.12%	310
2015 Q4	$5.5M	Sell	263,739 -1,109	-0.4%	-$23.1K	0.11%	340
2015 Q3	$5.09M	Buy	264,848 +22,633	+9%	+$435K	0.1%	349
2015 Q2	$4.93M	Buy	242,215 +59,093	+32%	+$1.2M	0.09%	398
2015 Q1	$3.62M	Buy	183,122 +44,437	+32%	+$879K	0.06%	479
2014 Q4	$2.81M	Buy	138,685 +2,891	+2%	+$58.5K	0.05%	517
2014 Q3	$2.55M	Buy	135,794 +3,059	+2%	+$57.4K	0.05%	526
2014 Q2	$2.75M	Buy	132,735 +5,505	+4%	+$114K	0.05%	494
2014 Q1	$2.61M	Buy	127,230 +29,718	+30%	+$610K	0.05%	487
2013 Q4	$2.02M	Sell	97,512 -92,644	-49%	-$1.92M	0.04%	554
2013 Q3	$3.58M	Hold	190,156	–	–	0.07%	444
2013 Q2	$3.63M	Buy	+190,156	New	+$3.63M	0.07%	428