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Ategra Capital Management’s Univest Financial UVSP Stock Holding History

Ategra Capital Management’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
Q4 		– Sell
-75,716
Closed -$2.07M – 118
2021
Q3 		$2.07M Hold
75,716
– – 0.99% 28
2021
Q2 		$2M Hold
75,716
– – 0.97% 29
2021
Q1 		$2.16M Sell
75,716
-20,816
-22% -$528K 1.2% 22
2020
Q4 		$1.99M Hold
96,532
– – 1.38% 16
2020
Q3 		$1.39M Buy
+96,532
New +$1.5M 1.24% 22

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Ategra Capital Management's UVSP Position: Q4 2021 in Review

Ategra Capital Management sold out of Univest Financial (UVSP) in Q4 2021, closing a stake of 75,716 shares — an estimated $2.07M sold.

Ategra Capital Management first reported a position in UVSP in Q3 2020 and held it in 5 quarters. The position peaked at $2.16M in Q1 2021. 142 funds tracked by Wall St. Rank hold UVSP as of Q4 2021.

  • Ategra Capital Management reported no remaining Univest Financial position as of Q4 2021 after selling out during the quarter.
  • Ategra Capital Management sold 75,716 Univest Financial shares in Q4 2021, an estimated $2.07M.
  • Ategra Capital Management first reported a position in Univest Financial in Q3 2020 and held it in 5 quarters.
  • Ategra Capital Management's Univest Financial position peaked at $2.16M in Q1 2021.
  • 142 funds tracked by Wall St. Rank held Univest Financial as of Q4 2021.

Based on Ategra Capital Management's 13F filing for Q4 2021, filed 14 Feb 2025.