LSV Asset Management’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Hold |
14,900
| – | – | ﹤0.01% | 688 |
|
|
2025
Q1 | $423K | Hold |
14,900
| – | – | ﹤0.01% | 702 |
|
|
2024
Q4 | $440K | Sell |
14,900
-6,100
| -29% | -$180K | ﹤0.01% | 686 |
|
|
2024
Q3 | $591K | Hold |
21,000
| – | – | ﹤0.01% | 683 |
|
|
2024
Q2 | $479K | Hold |
21,000
| – | – | ﹤0.01% | 730 |
|
|
2024
Q1 | $437K | Hold |
21,000
| – | – | ﹤0.01% | 748 |
|
|
2023
Q4 | $463K | Hold |
21,000
| – | – | ﹤0.01% | 742 |
|
|
2023
Q3 | $365K | Hold |
21,000
| – | – | ﹤0.01% | 760 |
|
|
2023
Q2 | $380K | Hold |
21,000
| – | – | ﹤0.01% | 777 |
|
|
2023
Q1 | $499K | Sell |
21,000
-2,600
| -11% | -$61.8K | ﹤0.01% | 735 |
|
|
2022
Q4 | $617K | Hold |
23,600
| – | – | ﹤0.01% | 705 |
|
|
2022
Q3 | $554K | Sell |
23,600
-12,900
| -35% | -$303K | ﹤0.01% | 708 |
|
|
2022
Q2 | $929K | Buy |
36,500
+1,900
| +5% | +$48.4K | ﹤0.01% | 688 |
|
|
2022
Q1 | $926K | Sell |
34,600
-6,800
| -16% | -$182K | ﹤0.01% | 711 |
|
|
2021
Q4 | $1.24M | Sell |
41,400
-1,400
| -3% | -$41.9K | ﹤0.01% | 690 |
|
|
2021
Q3 | $1.17M | Hold |
42,800
| – | – | ﹤0.01% | 698 |
|
|
2021
Q2 | $1.13M | Sell |
42,800
-2,000
| -4% | -$52.7K | ﹤0.01% | 703 |
|
|
2021
Q1 | $1.28M | Sell |
44,800
-4,900
| -10% | -$140K | ﹤0.01% | 705 |
|
|
2020
Q4 | $1.02M | Sell |
49,700
-3,700
| -7% | -$76.1K | ﹤0.01% | 745 |
|
|
2020
Q3 | $767K | Sell |
53,400
-12,300
| -19% | -$177K | ﹤0.01% | 754 |
|
|
2020
Q2 | $1.06M | Sell |
65,700
-1,500
| -2% | -$24.2K | ﹤0.01% | 739 |
|
|
2020
Q1 | $1.1M | Sell |
67,200
-900
| -1% | -$14.7K | ﹤0.01% | 716 |
|
|
2019
Q4 | $1.82M | Sell |
68,100
-2,400
| -3% | -$64.2K | ﹤0.01% | 686 |
|
|
2019
Q3 | $1.8M | Hold |
70,500
| – | – | ﹤0.01% | 675 |
|
|
2019
Q2 | $1.85M | Hold |
70,500
| – | – | ﹤0.01% | 684 |
|
|
2019
Q1 | $1.72M | Hold |
70,500
| – | – | ﹤0.01% | 695 |
|
|
2018
Q4 | $1.52M | Hold |
70,500
| – | – | ﹤0.01% | 727 |
|
|
2018
Q3 | $1.86M | Sell |
70,500
-4,500
| -6% | -$119K | ﹤0.01% | 735 |
|
|
2018
Q2 | $2.06M | Hold |
75,000
| – | – | ﹤0.01% | 732 |
|
|
2018
Q1 | $2.08M | Sell |
75,000
-1,000
| -1% | -$27.7K | ﹤0.01% | 714 |
|
|
2017
Q4 | $2.13M | Sell |
76,000
-3,200
| -4% | -$89.7K | ﹤0.01% | 706 |
|
|
2017
Q3 | $2.53M | Sell |
79,200
-300
| -0.4% | -$9.6K | ﹤0.01% | 696 |
|
|
2017
Q2 | $2.38M | Sell |
79,500
-300
| -0.4% | -$8.99K | ﹤0.01% | 692 |
|
|
2017
Q1 | $2.07M | Buy |
79,800
+5,000
| +7% | +$129K | ﹤0.01% | 709 |
|
|
2016
Q4 | $2.31M | Sell |
74,800
-199,900
| -73% | -$6.18M | ﹤0.01% | 687 |
|
|
2016
Q3 | $6.42M | Hold |
274,700
| – | – | 0.01% | 502 |
|
|
2016
Q2 | $5.77M | Hold |
274,700
| – | – | 0.01% | 500 |
|
|
2016
Q1 | $5.36M | Buy |
274,700
+5,500
| +2% | +$107K | 0.01% | 503 |
|
|
2015
Q4 | $5.62M | Buy |
269,200
+12,563
| +5% | +$262K | 0.01% | 481 |
|
|
2015
Q3 | $4.93M | Buy |
256,637
+16,900
| +7% | +$325K | 0.01% | 494 |
|
|
2015
Q2 | $4.88M | Buy |
239,737
+19,100
| +9% | +$389K | 0.01% | 493 |
|
|
2015
Q1 | $4.37M | Buy |
220,637
+6,943
| +3% | +$137K | 0.01% | 499 |
|
|
2014
Q4 | $4.33M | Buy |
213,694
+55,157
| +35% | +$1.12M | 0.01% | 487 |
|
|
2014
Q3 | $2.97M | Buy |
158,537
+8,800
| +6% | +$165K | 0.01% | 534 |
|
|
2014
Q2 | $3.1M | Buy |
149,737
+33,630
| +29% | +$696K | 0.01% | 530 |
|
|
2014
Q1 | $2.38M | Buy |
116,107
+16,670
| +17% | +$342K | 0.01% | 546 |
|
|
2013
Q4 | $2.06M | Sell |
99,437
-11,863
| -11% | -$245K | ﹤0.01% | 565 |
|
|
2013
Q3 | $2.1M | Hold |
111,300
| – | – | 0.01% | 566 |
|
|
2013
Q2 | $2.12M | Buy |
+111,300
| New | +$2.12M | 0.01% | 557 |
|