Zebra 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-10,692
| Closed | -$273K | – | 118 |
|
2022
Q2 | $273K | Sell |
10,692
-281
| -3% | -$7.18K | 0.8% | 49 |
|
2022
Q1 | $294K | Buy |
10,973
+3,128
| +40% | +$83.8K | 0.68% | 55 |
|
2021
Q4 | $235K | Sell |
7,845
-2,893
| -27% | -$86.7K | 0.38% | 98 |
|
2021
Q3 | $294K | Buy |
+10,738
| New | +$294K | 0.36% | 107 |
|
2018
Q1 | – | Sell |
-17,539
| Closed | -$492K | – | 384 |
|
2017
Q4 | $492K | Buy |
+17,539
| New | +$492K | 0.17% | 261 |
|