Aberdeen Group
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Aberdeen Group’s Univest Financial UVSP Stock Holding History

Aberdeen Group’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
2019
Q4 		– Sell
-473,699
Closed -$12.1M – 952
2019
Q3 		$12.1M Sell
473,699
-322,190
-40% -$8.34M 0.03% 409
2019
Q2 		$20.9M Sell
795,889
-404,292
-34% -$10.1M 0.05% 348
2019
Q1 		$29.4M Sell
1,200,181
-76,662
-6% -$1.87M 0.06% 279
2018
Q4 		$26.9M Sell
1,276,843
-85,100
-6% -$2.07M 0.06% 276
2018
Q3 		$36M Sell
1,361,943
-715,254
-34% -$19.9M 0.07% 277
2018
Q2 		$57.2M Sell
2,077,197
-129,631
-6% -$3.72M 0.11% 169
2018
Q1 		$61.2M Sell
2,206,828
-324,654
-13% -$9.1M 0.12% 167
2017
Q4 		$71.1M Buy
2,531,482
+408,343
+19% +$12.1M 0.14% 144
2017
Q3 		$67.9M Buy
+2,123,139
New +$63.4M 0.12% 156

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
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
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aberdeen Group's UVSP Position: Q4 2019 in Review

Aberdeen Group sold out of Univest Financial (UVSP) in Q4 2019, closing a stake of 473,699 shares — an estimated $12.1M sold.

Aberdeen Group first reported a position in UVSP in Q3 2017 and held it in 9 quarters. The position peaked at $71.1M in Q4 2017. 148 funds tracked by Wall St. Rank hold UVSP as of Q4 2019.

  • Aberdeen Group reported no remaining Univest Financial position as of Q4 2019 after selling out during the quarter.
  • Aberdeen Group sold 473,699 Univest Financial shares in Q4 2019, an estimated $12.1M.
  • Aberdeen Group first reported a position in Univest Financial in Q3 2017 and held it in 9 quarters.
  • Aberdeen Group's Univest Financial position peaked at $71.1M in Q4 2017.
  • 148 funds tracked by Wall St. Rank held Univest Financial as of Q4 2019.

Based on Aberdeen Group's 13F filing for Q4 2019, filed 18 Feb 2020.