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Sterling Capital Management’s Univest Financial UVSP Stock Holding History

Sterling Capital Management’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$375K Sell
10,941
-6,486
-37% -$219K 0.01% 903
2025
Q4 		$571K Sell
17,427
-342
-2% -$10.7K 0.01% 878
2025
Q3 		$533K Buy
17,769
+1,214
+7% +$37.3K 0.01% 903
2025
Q2 		$497K Buy
16,555
+276
+2% +$8.04K 0.01% 920
2025
Q1 		$462K Sell
16,279
-1,937
-11% -$57.3K 0.01% 873
2024
Q4 		$538K Buy
18,216
+826
+5% +$24.6K 0.01% 865
2024
Q3 		$489K Buy
+17,390
New +$464K 0.01% 866
2016
Q4 		– Sell
-31,372
Closed -$733K – 1023
2016
Q3 		$733K Buy
+31,372
New +$700K 0.01% 613

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