SEI Investments’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 | $6.88M | Buy |
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|
2025
Q2 | $5.87M | Buy |
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|
2025
Q1 | $5.1M | Buy |
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|
2024
Q4 | $5.03M | Buy |
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|
2024
Q3 | $4.79M | Buy |
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|
2024
Q2 | $3.23M | Buy |
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|
2024
Q1 | $2.48M | Buy |
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|
2023
Q4 | $2.04M | Buy |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $899K | Sell |
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|
2023
Q1 | $1.55M | Buy |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $804K | Sell |
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|
2022
Q2 | $945K | Sell |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $909K | Buy |
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|
2021
Q3 | $661K | Buy |
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|
2021
Q2 | $557K | Buy |
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|
2021
Q1 | $402K | Sell |
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|
2020
Q4 | $422K | Buy |
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|
2020
Q3 | $176K | Buy |
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|
2020
Q2 | $206K | Sell |
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|
2020
Q1 | $223K | Buy |
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|
2019
Q4 | $317K | Buy |
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|
2019
Q3 | $303K | Sell |
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|
2019
Q2 | $315K | Buy |
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|
2019
Q1 | $280K | Buy |
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|
2018
Q4 | $224K | Buy |
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|
2018
Q3 | $165K | Sell |
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|
2018
Q2 | $713K | Buy |
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|
2018
Q1 | $534K | Buy |
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|
2017
Q4 | $437K | Buy |
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|
2017
Q3 | $468K | Buy |
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|
2017
Q2 | $296K | Buy |
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|
2017
Q1 | $191K | Sell |
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|
2016
Q4 | $242K | Buy |
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|
2016
Q3 | $127K | Buy |
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|
2016
Q2 | $34K | Buy |
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|
2016
Q1 | $7K | Buy |
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