Alpine Woods Capital Investors’s Univest Financial UVSP Stock Holding History

Alpine Woods Capital Investors’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
2018 Q4	–	Sell	-10,000	Closed	-$265K	–	299
2018 Q3	$265K	Buy	10,000 +1,500	+18%	+$41.7K	0.05%	209
2018 Q2	$234K	Sell	8,500 -1,500	-15%	-$43K	0.05%	216
2018 Q1	$277K	Sell	10,000 -5,000	-33%	-$140K	0.01%	349
2017 Q4	$421K	Buy	15,000 +3,000	+25%	+$88.7K	0.02%	331
2017 Q3	$384K	Sell	12,000 -6,000	-33%	-$179K	0.02%	344
2017 Q2	$539K	Buy	18,000 +2,000	+13%	+$57.4K	0.03%	294
2017 Q1	$414K	Buy	+16,000	New	+$449K	0.02%	330

Other funds holding UVSP

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Alpine Woods Capital Investors's UVSP Position: Q4 2018 in Review

Alpine Woods Capital Investors sold out of Univest Financial (UVSP) in Q4 2018, closing a stake of 10,000 shares — an estimated $265K sold.

Alpine Woods Capital Investors first reported a position in UVSP in Q1 2017 and held it in 7 quarters. The position peaked at $539K in Q2 2017. 115 funds tracked by Wall St. Rank hold UVSP as of Q4 2018.

Alpine Woods Capital Investors reported no remaining Univest Financial position as of Q4 2018 after selling out during the quarter.
Alpine Woods Capital Investors sold 10,000 Univest Financial shares in Q4 2018, an estimated $265K.
Alpine Woods Capital Investors first reported a position in Univest Financial in Q1 2017 and held it in 7 quarters.
Alpine Woods Capital Investors's Univest Financial position peaked at $539K in Q2 2017.
115 funds tracked by Wall St. Rank held Univest Financial as of Q4 2018.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2018, filed 13 Feb 2019.