LPL Financial
UNVR

LPL Financial’s Univar Solutions Inc. UNVR Stock Holding History

LPL Financial’s Portfolio UNVR Stock Details UNVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9,791
Closed -$311K – 4622
2022
Q4 		$311K Sell
9,791
-226
-2% -$6.49K ﹤0.01% 3620
2022
Q3 		$228K Sell
10,017
-59
-0.6% -$1.48K ﹤0.01% 3820
2022
Q2 		$251K Sell
10,076
-601
-6% -$17.7K ﹤0.01% 3773
2022
Q1 		$343K Buy
10,677
+1,079
+11% +$31.8K ﹤0.01% 3479
2021
Q4 		$272K Sell
9,598
-852
-8% -$23K ﹤0.01% 3749
2021
Q3 		$249K Buy
10,450
+40
+0.4% +$945 ﹤0.01% 3796
2021
Q2 		$254K Buy
10,410
+186
+2% +$4.66K ﹤0.01% 3727
2021
Q1 		$220K Buy
+10,224
New +$209K ﹤0.01% 3701

Other funds holding UNVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

LPL Financial's UNVR Position: Q1 2023 in Review

LPL Financial sold out of Univar Solutions Inc. (UNVR) in Q1 2023, closing a stake of 9,791 shares — an estimated $311K sold.

LPL Financial first reported a position in UNVR in Q1 2021 and held it in 8 quarters. The position peaked at $343K in Q1 2022. 336 funds tracked by Wall St. Rank hold UNVR as of Q1 2023.

  • LPL Financial reported no remaining Univar Solutions Inc. position as of Q1 2023 after selling out during the quarter.
  • LPL Financial sold 9,791 Univar Solutions Inc. shares in Q1 2023, an estimated $311K.
  • LPL Financial first reported a position in Univar Solutions Inc. in Q1 2021 and held it in 8 quarters.
  • LPL Financial's Univar Solutions Inc. position peaked at $343K in Q1 2022.
  • 336 funds tracked by Wall St. Rank held Univar Solutions Inc. as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.