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Aperio Group’s Univest Financial UVSP Stock Holding History

Aperio Group’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
Q4 		$810K Buy
39,350
+4,667
+13% +$83.7K ﹤0.01% 1704
2020
Q3 		$498K Buy
34,683
+767
+2% +$11.9K ﹤0.01% 1811
2020
Q2 		$547K Buy
33,916
+7,768
+30% +$125K ﹤0.01% 1731
2020
Q1 		$427K Buy
26,148
+12,571
+93% +$288K ﹤0.01% 1733
2019
Q4 		$364K Sell
13,577
-3,892
-22% -$101K ﹤0.01% 1975
2019
Q3 		$446K Buy
17,469
+2,295
+15% +$59.4K ﹤0.01% 1820
2019
Q2 		$398K Buy
15,174
+1,789
+13% +$44.9K ﹤0.01% 1900
2019
Q1 		$327K Buy
13,385
+609
+5% +$14.9K ﹤0.01% 1964
2018
Q4 		$276K Buy
12,776
+2,184
+21% +$53.1K ﹤0.01% 1980
2018
Q3 		$280K Buy
10,592
+1,115
+12% +$31K ﹤0.01% 2046
2018
Q2 		$261K Buy
9,477
+1,693
+22% +$48.6K ﹤0.01% 2060
2018
Q1 		$216K Buy
+7,784
New +$218K ﹤0.01% 2109
2017
Q1 		– Sell
-11,733
Closed -$363K – 2167
2016
Q4 		$363K Buy
11,733
+735
+7% +$19.6K ﹤0.01% 1699
2016
Q3 		$257K Buy
+10,998
New +$245K ﹤0.01% 1805

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aperio Group's UVSP Position: Q4 2020 in Review

Aperio Group increased its Univest Financial (UVSP) stake by 13% in Q4 2020, buying an estimated $83.7K and bringing the position to 39,350 shares worth $810K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Aperio Group first reported a position in UVSP in Q3 2016 and has held it in 14 quarters since. 125 funds tracked by Wall St. Rank hold UVSP as of Q4 2020.

  • Aperio Group held 39,350 shares of Univest Financial worth $810K as of Q4 2020.
  • Aperio Group bought 4,667 Univest Financial shares in Q4 2020, an estimated $83.7K.
  • Univest Financial made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1704 holding.
  • Aperio Group first reported a position in Univest Financial in Q3 2016 and has held it in 14 quarters since.
  • 125 funds tracked by Wall St. Rank held Univest Financial as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.