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Ameritas Investment Company’s Univest Financial UVSP Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-42
Closed -$1.2K – 2024
2021
Q1 		$1.2K Buy
+42
New +$1.06K ﹤0.01% 2027

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameritas Investment Company's UVSP Position: Q2 2021 in Review

Ameritas Investment Company sold out of Univest Financial (UVSP) in Q2 2021, closing a stake of 42 shares — an estimated $1.2K sold.

Ameritas Investment Company first reported a position in UVSP in Q1 2021 and held it in 1 quarter. The position peaked at $1.2K in Q1 2021. 138 funds tracked by Wall St. Rank hold UVSP as of Q2 2021.

  • Ameritas Investment Company reported no remaining Univest Financial position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 42 Univest Financial shares in Q2 2021, an estimated $1.2K.
  • Ameritas Investment Company first reported a position in Univest Financial in Q1 2021 and held it in 1 quarter.
  • Ameritas Investment Company's Univest Financial position peaked at $1.2K in Q1 2021.
  • 138 funds tracked by Wall St. Rank held Univest Financial as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.