SPIA
UNVR

Steward Partners Investment Advisory’s Univar Solutions Inc. UNVR Stock Holding History

Steward Partners Investment Advisory’s Portfolio UNVR Stock Details UNVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-130
Closed -$3K – 3482
2022
Q3 		$3K Sell
130
-69
-35% -$1.73K ﹤0.01% 2986
2022
Q2 		$5K Sell
199
-47
-19% -$1.38K ﹤0.01% 2791
2022
Q1 		$8K Buy
+246
New +$7.24K ﹤0.01% 2756
2021
Q3 		– Sell
-120
Closed -$3K – 3400
2021
Q2 		$3K Hold
120
– – ﹤0.01% 6816
2021
Q1 		$2.58K Hold
120
– – ﹤0.01% 3175
2020
Q4 		$2K Buy
+120
New +$2.17K ﹤0.01% 2750

Other funds holding UNVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Steward Partners Investment Advisory's UNVR Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Univar Solutions Inc. (UNVR) in Q4 2022, closing a stake of 130 shares — an estimated $3K sold.

Steward Partners Investment Advisory first reported a position in UNVR in Q4 2020 and held it in 6 quarters. The position peaked at $8K in Q1 2022. 321 funds tracked by Wall St. Rank hold UNVR as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining Univar Solutions Inc. position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 130 Univar Solutions Inc. shares in Q4 2022, an estimated $3K.
  • Steward Partners Investment Advisory first reported a position in Univar Solutions Inc. in Q4 2020 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Univar Solutions Inc. position peaked at $8K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held Univar Solutions Inc. as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.