Kestrel Investment Management’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-35,000
| Closed | -$693K | – | 54 |
|
|
2015
Q1 | $693K | Sell |
35,000
-200,000
| -85% | -$3.96M | 0.09% | 55 |
|
|
2014
Q4 | $4.76M | Sell |
235,000
-6,850
| -3% | -$139K | 0.63% | 50 |
|
|
2014
Q3 | $4.54M | Sell |
241,850
-12,050
| -5% | -$226K | 0.64% | 48 |
|
|
2014
Q2 | $5.26M | Sell |
253,900
-8,600
| -3% | -$178K | 0.65% | 49 |
|
|
2014
Q1 | $5.39M | Buy |
262,500
+158,100
| +151% | +$3.24M | 0.67% | 47 |
|
|
2013
Q4 | $2.16M | Buy |
+104,400
| New | +$2.16M | 0.27% | 49 |
|