Renaissance Technologies’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8M | Sell |
625,489
-18,780
| -3% | -$564K | 0.03% | 741 |
|
|
2025
Q1 | $18.3M | Buy |
644,269
+15,580
| +2% | +$442K | 0.03% | 702 |
|
|
2024
Q4 | $18.6M | Sell |
628,689
-22,200
| -3% | -$655K | 0.03% | 705 |
|
|
2024
Q3 | $18.3M | Sell |
650,889
-8,400
| -1% | -$236K | 0.03% | 718 |
|
|
2024
Q2 | $15.1M | Sell |
659,289
-900
| -0.1% | -$20.5K | 0.03% | 723 |
|
|
2024
Q1 | $13.7M | Sell |
660,189
-10,900
| -2% | -$227K | 0.02% | 825 |
|
|
2023
Q4 | $14.8M | Sell |
671,089
-28,680
| -4% | -$632K | 0.02% | 755 |
|
|
2023
Q3 | $12.2M | Buy |
699,769
+5,300
| +0.8% | +$92.1K | 0.02% | 803 |
|
|
2023
Q2 | $12.6M | Buy |
694,469
+18,380
| +3% | +$332K | 0.02% | 908 |
|
|
2023
Q1 | $16.1M | Sell |
676,089
-33,080
| -5% | -$785K | 0.02% | 838 |
|
|
2022
Q4 | $18.5M | Sell |
709,169
-40,700
| -5% | -$1.06M | 0.03% | 743 |
|
|
2022
Q3 | $17.6M | Sell |
749,869
-56,720
| -7% | -$1.33M | 0.02% | 735 |
|
|
2022
Q2 | $20.5M | Sell |
806,589
-46,180
| -5% | -$1.17M | 0.02% | 721 |
|
|
2022
Q1 | $22.8M | Buy |
852,769
+9,042
| +1% | +$242K | 0.03% | 693 |
|
|
2021
Q4 | $25.2M | Sell |
843,727
-16,462
| -2% | -$493K | 0.03% | 599 |
|
|
2021
Q3 | $23.6M | Sell |
860,189
-33,880
| -4% | -$928K | 0.03% | 604 |
|
|
2021
Q2 | $23.6M | Sell |
894,069
-62,820
| -7% | -$1.66M | 0.03% | 663 |
|
|
2021
Q1 | $27.4M | Sell |
956,889
-135,280
| -12% | -$3.87M | 0.03% | 609 |
|
|
2020
Q4 | $22.5M | Sell |
1,092,169
-89,000
| -8% | -$1.83M | 0.02% | 703 |
|
|
2020
Q3 | $17M | Sell |
1,181,169
-22,100
| -2% | -$318K | 0.02% | 817 |
|
|
2020
Q2 | $19.4M | Sell |
1,203,269
-3,800
| -0.3% | -$61.3K | 0.02% | 834 |
|
|
2020
Q1 | $19.7M | Buy |
1,207,069
+14,300
| +1% | +$233K | 0.02% | 774 |
|
|
2019
Q4 | $31.9M | Buy |
1,192,769
+1,900
| +0.2% | +$50.9K | 0.02% | 747 |
|
|
2019
Q3 | $30.4M | Buy |
1,190,869
+68,400
| +6% | +$1.74M | 0.03% | 732 |
|
|
2019
Q2 | $29.5M | Buy |
1,122,469
+59,800
| +6% | +$1.57M | 0.03% | 755 |
|
|
2019
Q1 | $26M | Buy |
1,062,669
+146,100
| +16% | +$3.57M | 0.02% | 828 |
|
|
2018
Q4 | $19.8M | Buy |
916,569
+77,000
| +9% | +$1.66M | 0.02% | 893 |
|
|
2018
Q3 | $22.2M | Buy |
839,569
+185,880
| +28% | +$4.92M | 0.02% | 877 |
|
|
2018
Q2 | $18M | Buy |
653,689
+86,800
| +15% | +$2.39M | 0.02% | 983 |
|
|
2018
Q1 | $15.7M | Buy |
566,889
+52,300
| +10% | +$1.45M | 0.02% | 1087 |
|
|
2017
Q4 | $14.4M | Buy |
514,589
+20,500
| +4% | +$575K | 0.02% | 1165 |
|
|
2017
Q3 | $15.8M | Buy |
494,089
+27,200
| +6% | +$870K | 0.02% | 1037 |
|
|
2017
Q2 | $14M | Sell |
466,889
-30,680
| -6% | -$919K | 0.02% | 1056 |
|
|
2017
Q1 | $12.9M | Buy |
497,569
+85,480
| +21% | +$2.21M | 0.02% | 1076 |
|
|
2016
Q4 | $12.7M | Sell |
412,089
-33,880
| -8% | -$1.05M | 0.02% | 1064 |
|
|
2016
Q3 | $10.4M | Buy |
445,969
+100,069
| +29% | +$2.34M | 0.02% | 1126 |
|
|
2016
Q2 | $7.27M | Buy |
345,900
+16,300
| +5% | +$343K | 0.01% | 1356 |
|
|
2016
Q1 | $6.43M | Buy |
329,600
+90,466
| +38% | +$1.76M | 0.01% | 1452 |
|
|
2015
Q4 | $4.99M | Buy |
239,134
+51,734
| +28% | +$1.08M | 0.01% | 1488 |
|
|
2015
Q3 | $3.6M | Buy |
187,400
+31,649
| +20% | +$608K | 0.01% | 1611 |
|
|
2015
Q2 | $3.17M | Buy |
155,751
+75,013
| +93% | +$1.53M | 0.01% | 1748 |
|
|
2015
Q1 | $1.6M | Buy |
80,738
+39,638
| +96% | +$785K | ﹤0.01% | 2049 |
|
|
2014
Q4 | $832K | Buy |
41,100
+16,326
| +66% | +$330K | ﹤0.01% | 2215 |
|
|
2014
Q3 | $465K | Buy |
24,774
+13,674
| +123% | +$257K | ﹤0.01% | 2335 |
|
|
2014
Q2 | $230K | Sell |
11,100
-17,226
| -61% | -$357K | ﹤0.01% | 2545 |
|
|
2014
Q1 | $581K | Sell |
28,326
-23,913
| -46% | -$490K | ﹤0.01% | 2300 |
|
|
2013
Q4 | $1.08M | Buy |
52,239
+30,439
| +140% | +$629K | ﹤0.01% | 2045 |
|
|
2013
Q3 | $411K | Sell |
21,800
-5,200
| -19% | -$98K | ﹤0.01% | 2368 |
|
|
2013
Q2 | $515K | Buy |
+27,000
| New | +$515K | ﹤0.01% | 2229 |
|