Los Angeles Capital Management’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $502K | Sell |
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|
2025
Q2 | $580K | Sell |
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|
2025
Q1 | $662K | Sell |
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|
2024
Q4 | $786K | Sell |
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|
2024
Q3 | $905K | Sell |
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|
2024
Q2 | $821K | Sell |
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|
2024
Q1 | $842K | Sell |
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|
2023
Q4 | $898K | Hold |
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|
2023
Q3 | $708K | Hold |
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|
2023
Q2 | $737K | Sell |
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|
2023
Q1 | $996K | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $995K | Sell |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $1.54M | Sell |
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|
2021
Q4 | $1.96M | Hold |
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|
2021
Q3 | $1.79M | Sell |
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|
2021
Q2 | $1.84M | Sell |
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|
2021
Q1 | $2.31M | Sell |
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|
2020
Q4 | $2.12M | Sell |
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|
2020
Q3 | $1.58M | Sell |
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|
2020
Q2 | $1.77M | Buy |
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|
2020
Q1 | $1.04M | Buy |
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|
2019
Q4 | $903K | Buy |
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|
2019
Q3 | $327K | Buy |
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|
2019
Q2 | $235K | Hold |
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|
2019
Q1 | $219K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $253K | Sell |
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|
2017
Q2 | $461K | Sell |
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|
2017
Q1 | $421K | Sell |
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|
2016
Q4 | $676K | Hold |
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|
2016
Q3 | $511K | Buy |
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|
2016
Q2 | $352K | Sell |
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|
2016
Q1 | $465K | Buy |
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|
2015
Q4 | $246K | Hold |
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|
2015
Q3 | $227K | Buy |
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|
2015
Q2 | $217K | Sell |
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|
2015
Q1 | $311K | Hold |
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|
2014
Q4 | $318K | Sell |
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|
2014
Q3 | $315K | Hold |
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|
2014
Q2 | $348K | Hold |
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|
2014
Q1 | $345K | Sell |
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|
2013
Q4 | $351K | Buy |
|