ARTA
UVSP icon

A.R.T. Advisors’s Univest Financial UVSP Stock Holding History

A.R.T. Advisors’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
2020
Q1 		– Sell
-8,253
Closed -$221K – 958
2019
Q4 		$221K Buy
8,253
+100
+1% +$2.59K 0.01% 1130
2019
Q3 		$208K Buy
+8,153
New +$211K 0.01% 1179
2018
Q4 		– Sell
-10,790
Closed -$285K – 1676
2018
Q3 		$285K Buy
10,790
+1,990
+23% +$55.4K 0.01% 1064
2018
Q2 		$242K Sell
8,800
-3,300
-27% -$94.6K 0.01% 1177
2018
Q1 		$335K Buy
+12,100
New +$339K 0.01% 1100
2017
Q3 		– Sell
-13,300
Closed -$398K – 1688
2017
Q2 		$398K Buy
13,300
+1,300
+11% +$37.3K 0.02% 905
2017
Q1 		$310K Buy
12,000
+3,000
+33% +$84.1K 0.01% 996
2016
Q4 		$278K Buy
+9,000
New +$240K 0.02% 964

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

A.R.T. Advisors's UVSP Position: Q1 2020 in Review

A.R.T. Advisors sold out of Univest Financial (UVSP) in Q1 2020, closing a stake of 8,253 shares — an estimated $221K sold.

A.R.T. Advisors first reported a position in UVSP in Q4 2016 and held it in 8 quarters. The position peaked at $398K in Q2 2017. 127 funds tracked by Wall St. Rank hold UVSP as of Q1 2020.

  • A.R.T. Advisors reported no remaining Univest Financial position as of Q1 2020 after selling out during the quarter.
  • A.R.T. Advisors sold 8,253 Univest Financial shares in Q1 2020, an estimated $221K.
  • A.R.T. Advisors first reported a position in Univest Financial in Q4 2016 and held it in 8 quarters.
  • A.R.T. Advisors's Univest Financial position peaked at $398K in Q2 2017.
  • 127 funds tracked by Wall St. Rank held Univest Financial as of Q1 2020.

Based on A.R.T. Advisors's 13F filing for Q1 2020, filed 15 May 2020.