Pzena Investment Management’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.7M | Sell |
888,209
-254,932
| -22% | -$7.66M | 0.09% | 113 |
|
|
2025
Q1 | $32.4M | Sell |
1,143,141
-5,976
| -0.5% | -$169K | 0.11% | 101 |
|
|
2024
Q4 | $33.9M | Sell |
1,149,117
-40,631
| -3% | -$1.2M | 0.12% | 99 |
|
|
2024
Q3 | $33.5M | Sell |
1,189,748
-78,502
| -6% | -$2.21M | 0.11% | 103 |
|
|
2024
Q2 | $29M | Sell |
1,268,250
-50,641
| -4% | -$1.16M | 0.1% | 106 |
|
|
2024
Q1 | $27.5M | Sell |
1,318,891
-140,030
| -10% | -$2.92M | 0.09% | 110 |
|
|
2023
Q4 | $32.1M | Sell |
1,458,921
-77,202
| -5% | -$1.7M | 0.12% | 101 |
|
|
2023
Q3 | $26.7M | Sell |
1,536,123
-1,644
| -0.1% | -$28.6K | 0.11% | 107 |
|
|
2023
Q2 | $27.8M | Sell |
1,537,767
-23,479
| -2% | -$425K | 0.12% | 106 |
|
|
2023
Q1 | $37.1M | Sell |
1,561,246
-80,216
| -5% | -$1.9M | 0.16% | 100 |
|
|
2022
Q4 | $42.9M | Sell |
1,641,462
-55,536
| -3% | -$1.45M | 0.19% | 91 |
|
|
2022
Q3 | $39.8M | Sell |
1,696,998
-14,043
| -0.8% | -$330K | 0.2% | 84 |
|
|
2022
Q2 | $43.5M | Sell |
1,711,041
-20,079
| -1% | -$511K | 0.2% | 88 |
|
|
2022
Q1 | $46.3M | Buy |
1,731,120
+9,522
| +0.6% | +$255K | 0.18% | 93 |
|
|
2021
Q4 | $51.5M | Buy |
1,721,598
+11,129
| +0.7% | +$333K | 0.19% | 87 |
|
|
2021
Q3 | $46.9M | Sell |
1,710,469
-5,138
| -0.3% | -$141K | 0.19% | 92 |
|
|
2021
Q2 | $45.2M | Sell |
1,715,607
-206,589
| -11% | -$5.45M | 0.18% | 88 |
|
|
2021
Q1 | $55M | Buy |
1,922,196
+8,662
| +0.5% | +$248K | 0.22% | 81 |
|
|
2020
Q4 | $39.4M | Buy |
1,913,534
+117,376
| +7% | +$2.42M | 0.19% | 89 |
|
|
2020
Q3 | $25.8M | Buy |
1,796,158
+159,544
| +10% | +$2.29M | 0.16% | 93 |
|
|
2020
Q2 | $26.4M | Buy |
1,636,614
+165,812
| +11% | +$2.68M | 0.17% | 88 |
|
|
2020
Q1 | $24M | Buy |
+1,470,802
| New | +$24M | 0.18% | 89 |
|