Wellington Management Group’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-78,135
| Closed | -$1.28M | – | 1981 |
|
|
2020
Q1 | $1.28M | Sell |
78,135
-22,778
| -23% | -$372K | ﹤0.01% | 1464 |
|
|
2019
Q4 | $2.7M | Sell |
100,913
-1,050
| -1% | -$28.1K | ﹤0.01% | 1480 |
|
|
2019
Q3 | $2.6M | Sell |
101,963
-3,671
| -3% | -$93.6K | ﹤0.01% | 1512 |
|
|
2019
Q2 | $2.77M | Buy |
105,634
+12,402
| +13% | +$326K | ﹤0.01% | 1537 |
|
|
2019
Q1 | $2.28M | Buy |
93,232
+4,357
| +5% | +$107K | ﹤0.01% | 1587 |
|
|
2018
Q4 | $1.92M | Buy |
88,875
+58,301
| +191% | +$1.26M | ﹤0.01% | 1652 |
|
|
2018
Q3 | $809K | Buy |
30,574
+10,369
| +51% | +$274K | ﹤0.01% | 1930 |
|
|
2018
Q2 | $556K | Buy |
20,205
+9,483
| +88% | +$261K | ﹤0.01% | 2014 |
|
|
2018
Q1 | $297K | Buy |
+10,722
| New | +$297K | ﹤0.01% | 2102 |
|