Alberta Investment Management Corp (AIMCo)’s Univest Financial UVSP Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
2023 Q2	–	Sell	-11,471	Closed	-$272K	–	1299
2023 Q1	$272K	Hold	11,471	–	–	﹤0.01%	1107
2022 Q4	$300K	Sell	11,471 -4,564	-28%	-$122K	﹤0.01%	979
2022 Q3	$377K	Hold	16,035	–	–	﹤0.01%	1111
2022 Q2	$408K	Buy	16,035 +2,310	+17%	+$59.2K	﹤0.01%	1088
2022 Q1	$367K	Buy	+13,725	New	+$403K	﹤0.01%	1159
2020 Q3	–	Sell	-18,400	Closed	-$297K	–	1142
2020 Q2	$297K	Hold	18,400	–	–	﹤0.01%	932
2020 Q1	$300K	Buy	18,400 +6,800	+59%	+$156K	0.01%	822
2019 Q4	$311K	Buy	+11,600	New	+$300K	﹤0.01%	831
2019 Q3	–	Sell	-9,400	Closed	-$247K	–	1011
2019 Q2	$247K	Buy	+9,400	New	+$236K	﹤0.01%	849

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s UVSP Position: Q2 2023 in Review

Alberta Investment Management Corp (AIMCo) sold out of Univest Financial (UVSP) in Q2 2023, closing a stake of 11,471 shares — an estimated $272K sold.

Alberta Investment Management Corp (AIMCo) first reported a position in UVSP in Q2 2019 and held it in 9 quarters. The position peaked at $408K in Q2 2022. 138 funds tracked by Wall St. Rank hold UVSP as of Q2 2023.

Alberta Investment Management Corp (AIMCo) reported no remaining Univest Financial position as of Q2 2023 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 11,471 Univest Financial shares in Q2 2023, an estimated $272K.
Alberta Investment Management Corp (AIMCo) first reported a position in Univest Financial in Q2 2019 and held it in 9 quarters.
Alberta Investment Management Corp (AIMCo)'s Univest Financial position peaked at $408K in Q2 2022.
138 funds tracked by Wall St. Rank held Univest Financial as of Q2 2023.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q2 2023, filed 14 Aug 2023.