ALPS Advisors’s Univest Financial UVSP Stock Holding History

ALPS 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
2022 Q1	–	Sell	-14,155	Closed	-$424K	–	974
2021 Q4	$424K	Buy	14,155 +181	+1%	+$5.26K	﹤0.01%	603
2021 Q3	$383K	Buy	+13,974	New	+$375K	﹤0.01%	601
2020 Q1	–	Sell	-13,367	Closed	-$358K	–	933
2019 Q4	$358K	Sell	13,367 -581	-4%	-$15K	﹤0.01%	696
2019 Q3	$356K	Buy	+13,948	New	+$361K	﹤0.01%	685

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

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

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

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

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

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

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

ALPS Advisors's UVSP Position: Q1 2022 in Review

ALPS Advisors sold out of Univest Financial (UVSP) in Q1 2022, closing a stake of 14,155 shares — an estimated $424K sold.

ALPS Advisors first reported a position in UVSP in Q3 2019 and held it in 4 quarters. The position peaked at $424K in Q4 2021. 147 funds tracked by Wall St. Rank hold UVSP as of Q1 2022.

ALPS Advisors reported no remaining Univest Financial position as of Q1 2022 after selling out during the quarter.
ALPS Advisors sold 14,155 Univest Financial shares in Q1 2022, an estimated $424K.
ALPS Advisors first reported a position in Univest Financial in Q3 2019 and held it in 4 quarters.
ALPS Advisors's Univest Financial position peaked at $424K in Q4 2021.
147 funds tracked by Wall St. Rank held Univest Financial as of Q1 2022.

Based on ALPS Advisors's 13F filing for Q1 2022, filed 16 May 2022.