Nuveen Asset Management’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.03M | Sell |
136,397
-35,225
| -21% | -$1.04M | ﹤0.01% | 2078 |
|
|
2024
Q3 | $4.83M | Hold |
171,622
| – | – | ﹤0.01% | 2004 |
|
|
2024
Q2 | $3.92M | Sell |
171,622
-68,794
| -29% | -$1.57M | ﹤0.01% | 2073 |
|
|
2024
Q1 | $5.01M | Buy |
240,416
+4,875
| +2% | +$101K | ﹤0.01% | 1996 |
|
|
2023
Q4 | $5.19M | Buy |
235,541
+12,975
| +6% | +$286K | ﹤0.01% | 1957 |
|
|
2023
Q3 | $3.87M | Buy |
222,566
+23,027
| +12% | +$400K | ﹤0.01% | 1994 |
|
|
2023
Q2 | $3.61M | Buy |
199,539
+10,530
| +6% | +$190K | ﹤0.01% | 2068 |
|
|
2023
Q1 | $4.49M | Buy |
189,009
+13,660
| +8% | +$324K | ﹤0.01% | 1954 |
|
|
2022
Q4 | $4.58M | Sell |
175,349
-9,738
| -5% | -$254K | ﹤0.01% | 1961 |
|
|
2022
Q3 | $4.35M | Sell |
185,087
-8,348
| -4% | -$196K | ﹤0.01% | 1985 |
|
|
2022
Q2 | $4.92M | Sell |
193,435
-9,370
| -5% | -$238K | ﹤0.01% | 1954 |
|
|
2022
Q1 | $5.63M | Buy |
202,805
+5,463
| +3% | +$152K | ﹤0.01% | 1994 |
|
|
2021
Q4 | $5.54M | Sell |
197,342
-7,135
| -3% | -$200K | ﹤0.01% | 2059 |
|
|
2021
Q3 | $5.42M | Buy |
204,477
+3,083
| +2% | +$81.7K | ﹤0.01% | 2158 |
|
|
2021
Q2 | $5.31M | Sell |
201,394
-11,646
| -5% | -$307K | ﹤0.01% | 2214 |
|
|
2021
Q1 | $6.09M | Buy |
213,040
+1,193
| +0.6% | +$34.1K | ﹤0.01% | 2073 |
|
|
2020
Q4 | $4.36M | Buy |
211,847
+647
| +0.3% | +$13.3K | ﹤0.01% | 2144 |
|
|
2020
Q3 | $3.04M | Sell |
211,200
-30,624
| -13% | -$440K | ﹤0.01% | 2179 |
|
|
2020
Q2 | $3.9M | Buy |
241,824
+13,041
| +6% | +$210K | ﹤0.01% | 2035 |
|
|
2020
Q1 | $3.73M | Sell |
228,783
-124,042
| -35% | -$2.02M | ﹤0.01% | 1876 |
|
|
2019
Q4 | $9.45M | Buy |
352,825
+22,607
| +7% | +$605K | ﹤0.01% | 1621 |
|
|
2019
Q3 | $8.42M | Buy |
330,218
+6,825
| +2% | +$174K | ﹤0.01% | 1671 |
|
|
2019
Q2 | $8.49M | Buy |
+323,393
| New | +$8.49M | ﹤0.01% | 1707 |
|