Sterling Capital Management’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 | $497K | Buy |
16,555
+276
| +2% | +$8.29K | 0.01% | 920 |
|
|
2025
Q1 | $462K | Sell |
16,279
-1,937
| -11% | -$54.9K | 0.01% | 873 |
|
|
2024
Q4 | $538K | Buy |
18,216
+826
| +5% | +$24.4K | 0.01% | 865 |
|
|
2024
Q3 | $489K | Buy |
+17,390
| New | +$489K | 0.01% | 866 |
|
|
2016
Q4 | – | Sell |
-31,372
| Closed | -$733K | – | 1023 |
|
|
2016
Q3 | $733K | Buy |
+31,372
| New | +$733K | 0.01% | 613 |
|