KeyBank National Association’s Univest Financial UVSP Stock Holding History

KeyBank National Association’s Portfolio UVSP Stock Details UVSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-17,500	Closed	-$496K	–	1208
2025 Q1	$496K	Hold	17,500	–	–	﹤0.01%	768
2024 Q4	$516K	Hold	17,500	–	–	﹤0.01%	771
2024 Q3	$492K	Sell	17,500 -17,989	-51%	-$506K	﹤0.01%	777
2024 Q2	$810K	Sell	35,489 -7	-0%	-$160	﹤0.01%	586
2024 Q1	$739K	Sell	35,496 -45	-0.1%	-$937	﹤0.01%	625
2023 Q4	$783K	Buy	35,541 +13,250	+59%	+$292K	﹤0.01%	588
2023 Q3	$387K	Buy	22,291 +10	+0%	+$174	﹤0.01%	788
2023 Q2	$403K	Sell	22,281 -54	-0.2%	-$976	﹤0.01%	775
2023 Q1	$530K	Sell	22,335 -34	-0.2%	-$807	﹤0.01%	678
2022 Q4	$585K	Buy	22,369 +88	+0.4%	+$2.3K	﹤0.01%	634
2022 Q3	$523K	Hold	22,281	–	–	﹤0.01%	641
2022 Q2	$567K	Sell	22,281 -66	-0.3%	-$1.68K	﹤0.01%	619
2022 Q1	$598K	Sell	22,347 -147	-0.7%	-$3.93K	﹤0.01%	662
2021 Q4	$673K	Sell	22,494 -4,562	-17%	-$136K	﹤0.01%	717
2021 Q3	$741K	Hold	27,056	–	–	﹤0.01%	671
2021 Q2	$713K	Hold	27,056	–	–	﹤0.01%	685
2021 Q1	$774K	Hold	27,056	–	–	﹤0.01%	665
2020 Q4	$557K	Hold	27,056	–	–	﹤0.01%	733
2020 Q3	$389K	Hold	27,056	–	–	﹤0.01%	763
2020 Q2	$437K	Hold	27,056	–	–	﹤0.01%	712
2020 Q1	$442K	Hold	27,056	–	–	﹤0.01%	655
2019 Q4	$725K	Hold	27,056	–	–	﹤0.01%	629
2019 Q3	$690K	Sell	27,056 -1,000	-4%	-$25.5K	﹤0.01%	613
2019 Q2	$737K	Sell	28,056 -28	-0.1%	-$736	﹤0.01%	634
2019 Q1	$687K	Hold	28,084	–	–	﹤0.01%	648
2018 Q4	$606K	Sell	28,084 -6,000	-18%	-$129K	﹤0.01%	620
2018 Q3	$902K	Hold	34,084	–	–	0.01%	590
2018 Q2	$937K	Sell	34,084 -250	-0.7%	-$6.87K	0.01%	565
2018 Q1	$951K	Hold	34,334	–	–	0.01%	549
2017 Q4	$963K	Hold	34,334	–	–	0.01%	560
2017 Q3	$1.1M	Sell	34,334 -500	-1%	-$16K	0.01%	530
2017 Q2	$1.04M	Hold	34,834	–	–	0.01%	567
2017 Q1	$902K	Sell	34,834 -1,000	-3%	-$25.9K	0.01%	643
2016 Q4	$1.11M	Hold	35,834	–	–	0.01%	565
2016 Q3	$837K	Buy	+35,834	New	+$837K	0.01%	659