LSV Asset 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 | $447K | Hold |
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|
2025
Q2 | $448K | Hold |
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|
2025
Q1 | $423K | Hold |
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|
2024
Q4 | $440K | Sell |
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|
2024
Q3 | $591K | Hold |
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|
2024
Q2 | $479K | Hold |
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|
2024
Q1 | $437K | Hold |
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|
2023
Q4 | $463K | Hold |
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|
2023
Q3 | $365K | Hold |
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|
2023
Q2 | $380K | Hold |
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|
2023
Q1 | $499K | Sell |
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|
2022
Q4 | $617K | Hold |
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|
2022
Q3 | $554K | Sell |
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|
2022
Q2 | $929K | Buy |
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|
2022
Q1 | $926K | Sell |
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|
2021
Q4 | $1.24M | Sell |
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|
2021
Q3 | $1.17M | Hold |
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|
2021
Q2 | $1.13M | Sell |
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|
2021
Q1 | $1.28M | Sell |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $767K | Sell |
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|
2020
Q2 | $1.06M | Sell |
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|
2020
Q1 | $1.1M | Sell |
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|
2019
Q4 | $1.82M | Sell |
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|
2019
Q3 | $1.8M | Hold |
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|
2019
Q2 | $1.85M | Hold |
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|
2019
Q1 | $1.72M | Hold |
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|
2018
Q4 | $1.52M | Hold |
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|
2018
Q3 | $1.86M | Sell |
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|
2018
Q2 | $2.06M | Hold |
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|
2018
Q1 | $2.08M | Sell |
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|
2017
Q4 | $2.13M | Sell |
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|
2017
Q3 | $2.53M | Sell |
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|
2017
Q2 | $2.38M | Sell |
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|
2017
Q1 | $2.07M | Buy |
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|
2016
Q4 | $2.31M | Sell |
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|
2016
Q3 | $6.42M | Hold |
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|
2016
Q2 | $5.77M | Hold |
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|
2016
Q1 | $5.36M | Buy |
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|
2015
Q4 | $5.62M | Buy |
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|
2015
Q3 | $4.93M | Buy |
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|
2015
Q2 | $4.88M | Buy |
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|
2015
Q1 | $4.37M | Buy |
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|
2014
Q4 | $4.33M | Buy |
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|
2014
Q3 | $2.97M | Buy |
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|
2014
Q2 | $3.1M | Buy |
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|
2014
Q1 | $2.38M | Buy |
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|
2013
Q4 | $2.06M | Sell |
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|
2013
Q3 | $2.1M | Hold |
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|
2013
Q2 | $2.12M | Buy |
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