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Atom Investors’s Univest Financial UVSP Stock Holding History

Atom 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
2020
Q3 		– Sell
-12,023
Closed -$194K – 630
2020
Q2 		$194K Buy
+12,023
New +$193K 0.01% 359
2019
Q3 		– Sell
-7,894
Closed -$207K – 438
2019
Q2 		$207K Buy
+7,894
New +$198K 0.01% 384

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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Atom Investors's UVSP Position: Q3 2020 in Review

Atom Investors sold out of Univest Financial (UVSP) in Q3 2020, closing a stake of 12,023 shares — an estimated $194K sold.

Atom Investors first reported a position in UVSP in Q2 2019 and held it in 2 quarters. The position peaked at $207K in Q2 2019. 123 funds tracked by Wall St. Rank hold UVSP as of Q3 2020.

  • Atom Investors reported no remaining Univest Financial position as of Q3 2020 after selling out during the quarter.
  • Atom Investors sold 12,023 Univest Financial shares in Q3 2020, an estimated $194K.
  • Atom Investors first reported a position in Univest Financial in Q2 2019 and held it in 2 quarters.
  • Atom Investors's Univest Financial position peaked at $207K in Q2 2019.
  • 123 funds tracked by Wall St. Rank held Univest Financial as of Q3 2020.

Based on Atom Investors's 13F filing for Q3 2020, filed 13 Nov 2020.