State of Wisconsin Investment Board’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,594
| Closed | -$344K | – | 2422 |
|
|
2023
Q4 | $344K | Buy |
+15,594
| New | +$344K | ﹤0.01% | 1950 |
|
|
2022
Q2 | – | Sell |
-168,900
| Closed | -$4.52M | – | 2875 |
|
|
2022
Q1 | $4.52M | Hold |
168,900
| – | – | 0.01% | 1197 |
|
|
2021
Q4 | $5.05M | Hold |
168,900
| – | – | 0.01% | 1035 |
|
|
2021
Q3 | $4.63M | Hold |
168,900
| – | – | 0.01% | 1055 |
|
|
2021
Q2 | $4.45M | Hold |
168,900
| – | – | 0.01% | 1083 |
|
|
2021
Q1 | $4.83M | Hold |
168,900
| – | – | 0.01% | 1029 |
|
|
2020
Q4 | $3.48M | Sell |
168,900
-21,000
| -11% | -$432K | 0.01% | 1080 |
|
|
2020
Q3 | $2.73M | Sell |
189,900
-4,600
| -2% | -$66.1K | 0.01% | 1094 |
|
|
2020
Q2 | $3.14M | Buy |
194,500
+29,100
| +18% | +$470K | 0.01% | 1020 |
|
|
2020
Q1 | $2.7M | Buy |
165,400
+12,900
| +8% | +$211K | 0.01% | 985 |
|
|
2019
Q4 | $4.08M | Hold |
152,500
| – | – | 0.01% | 986 |
|
|
2019
Q3 | $3.89M | Hold |
152,500
| – | – | 0.01% | 879 |
|
|
2019
Q2 | $4.01M | Buy |
152,500
+3,400
| +2% | +$89.3K | 0.01% | 872 |
|
|
2019
Q1 | $3.65M | Buy |
149,100
+34,100
| +30% | +$834K | 0.01% | 887 |
|
|
2018
Q4 | $2.48M | Hold |
115,000
| – | – | 0.01% | 925 |
|
|
2018
Q3 | $3.04M | Hold |
115,000
| – | – | 0.01% | 970 |
|
|
2018
Q2 | $3.16M | Hold |
115,000
| – | – | 0.01% | 935 |
|
|
2018
Q1 | $3.19M | Hold |
115,000
| – | – | 0.01% | 920 |
|
|
2017
Q4 | $3.23M | Buy |
+115,000
| New | +$3.23M | 0.01% | 917 |
|