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AJO LP’s Univest Financial UVSP Stock Holding History

AJO LP’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
-2,828
Closed -$75K – 755
2019
Q4 		$75K Buy
+2,828
New +$73.2K ﹤0.01% 546
2019
Q3 		– Sell
-15,065
Closed -$396K – 714
2019
Q2 		$396K Hold
15,065
– – ﹤0.01% 546
2019
Q1 		$368K Buy
+15,065
New +$368K ﹤0.01% 594

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

AJO LP's UVSP Position: Q1 2020 in Review

AJO LP sold out of Univest Financial (UVSP) in Q1 2020, closing a stake of 2,828 shares — an estimated $75K sold.

AJO LP first reported a position in UVSP in Q1 2019 and held it in 3 quarters. The position peaked at $396K in Q2 2019. 127 funds tracked by Wall St. Rank hold UVSP as of Q1 2020.

  • AJO LP reported no remaining Univest Financial position as of Q1 2020 after selling out during the quarter.
  • AJO LP sold 2,828 Univest Financial shares in Q1 2020, an estimated $75K.
  • AJO LP first reported a position in Univest Financial in Q1 2019 and held it in 3 quarters.
  • AJO LP's Univest Financial position peaked at $396K in Q2 2019.
  • 127 funds tracked by Wall St. Rank held Univest Financial as of Q1 2020.

Based on AJO LP's 13F filing for Q1 2020, filed 14 May 2020.