SEI Investments’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 | $5.87M | Buy |
195,411
+15,726
| +9% | +$472K | 0.01% | 1202 |
|
|
2025
Q1 | $5.1M | Buy |
179,685
+9,296
| +5% | +$264K | 0.01% | 1260 |
|
|
2024
Q4 | $5.03M | Buy |
170,389
+267
| +0.2% | +$7.88K | 0.01% | 1288 |
|
|
2024
Q3 | $4.79M | Buy |
170,122
+28,484
| +20% | +$801K | 0.01% | 1302 |
|
|
2024
Q2 | $3.23M | Buy |
141,638
+22,644
| +19% | +$517K | ﹤0.01% | 1418 |
|
|
2024
Q1 | $2.48M | Buy |
118,994
+26,234
| +28% | +$546K | ﹤0.01% | 1531 |
|
|
2023
Q4 | $2.04M | Buy |
92,760
+15,560
| +20% | +$343K | ﹤0.01% | 1589 |
|
|
2023
Q3 | $1.34M | Buy |
77,200
+27,450
| +55% | +$477K | ﹤0.01% | 1774 |
|
|
2023
Q2 | $899K | Sell |
49,750
-15,649
| -24% | -$283K | ﹤0.01% | 1912 |
|
|
2023
Q1 | $1.55M | Buy |
65,399
+20,429
| +45% | +$485K | ﹤0.01% | 1723 |
|
|
2022
Q4 | $1.18M | Buy |
44,970
+10,764
| +31% | +$281K | ﹤0.01% | 1702 |
|
|
2022
Q3 | $804K | Sell |
34,206
-1,064
| -3% | -$25K | ﹤0.01% | 1889 |
|
|
2022
Q2 | $945K | Sell |
35,270
-3,760
| -10% | -$101K | ﹤0.01% | 1855 |
|
|
2022
Q1 | $1.1M | Buy |
39,030
+9,999
| +34% | +$283K | ﹤0.01% | 1783 |
|
|
2021
Q4 | $909K | Buy |
29,031
+6,041
| +26% | +$189K | ﹤0.01% | 1884 |
|
|
2021
Q3 | $661K | Buy |
22,990
+3,105
| +16% | +$89.3K | ﹤0.01% | 1943 |
|
|
2021
Q2 | $557K | Buy |
19,885
+4,595
| +30% | +$129K | ﹤0.01% | 2029 |
|
|
2021
Q1 | $402K | Sell |
15,290
-4,300
| -22% | -$113K | ﹤0.01% | 2123 |
|
|
2020
Q4 | $422K | Buy |
19,590
+6,757
| +53% | +$146K | ﹤0.01% | 2066 |
|
|
2020
Q3 | $176K | Buy |
12,833
+262
| +2% | +$3.59K | ﹤0.01% | 2278 |
|
|
2020
Q2 | $206K | Sell |
12,571
-1,100
| -8% | -$18K | ﹤0.01% | 2224 |
|
|
2020
Q1 | $223K | Buy |
13,671
+2,334
| +21% | +$38.1K | ﹤0.01% | 2076 |
|
|
2019
Q4 | $317K | Buy |
11,337
+78
| +0.7% | +$2.18K | ﹤0.01% | 2124 |
|
|
2019
Q3 | $303K | Sell |
11,259
-196
| -2% | -$5.28K | ﹤0.01% | 2118 |
|
|
2019
Q2 | $315K | Buy |
11,455
+675
| +6% | +$18.6K | ﹤0.01% | 2110 |
|
|
2019
Q1 | $280K | Buy |
10,780
+1,853
| +21% | +$48.1K | ﹤0.01% | 2152 |
|
|
2018
Q4 | $224K | Buy |
8,927
+2,899
| +48% | +$72.7K | ﹤0.01% | 1984 |
|
|
2018
Q3 | $165K | Sell |
6,028
-19,911
| -77% | -$545K | ﹤0.01% | 1975 |
|
|
2018
Q2 | $713K | Buy |
25,939
+6,656
| +35% | +$183K | ﹤0.01% | 1712 |
|
|
2018
Q1 | $534K | Buy |
19,283
+3,725
| +24% | +$103K | ﹤0.01% | 1604 |
|
|
2017
Q4 | $437K | Buy |
15,558
+907
| +6% | +$25.5K | ﹤0.01% | 1706 |
|
|
2017
Q3 | $468K | Buy |
14,651
+4,783
| +48% | +$153K | ﹤0.01% | 1652 |
|
|
2017
Q2 | $296K | Buy |
9,868
+2,489
| +34% | +$74.7K | ﹤0.01% | 1777 |
|
|
2017
Q1 | $191K | Sell |
7,379
-439
| -6% | -$11.4K | ﹤0.01% | 1785 |
|
|
2016
Q4 | $242K | Buy |
7,818
+2,389
| +44% | +$74K | ﹤0.01% | 1740 |
|
|
2016
Q3 | $127K | Buy |
5,429
+3,813
| +236% | +$89.2K | ﹤0.01% | 1816 |
|
|
2016
Q2 | $34K | Buy |
1,616
+1,245
| +336% | +$26.2K | ﹤0.01% | 2034 |
|
|
2016
Q1 | $7K | Buy |
+371
| New | +$7K | ﹤0.01% | 2246 |
|