Balyasny Asset Management’s Univest Financial UVSP Stock Holding History

Balyasny Asset 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
2024 Q2	–	Sell	-9,724	Closed	-$202K	–	3140
2024 Q1	$202K	Buy	+9,724	New	+$198K	﹤0.01%	2396
2023 Q3	–	Sell	-10,006	Closed	-$181K	–	2757
2023 Q2	$181K	Buy	+10,006	New	+$196K	﹤0.01%	2082
2018 Q2	–	Sell	-31,631	Closed	-$876K	–	2165
2018 Q1	$876K	Sell	31,631 -144,689	-82%	-$4.05M	﹤0.01%	1266
2017 Q4	$4.95M	Buy	+176,320	New	+$5.22M	0.02%	862
2017 Q1	–	Sell	-53,318	Closed	-$1.65M	–	1799
2016 Q4	$1.65M	Buy	+53,318	New	+$1.42M	0.01%	916
2016 Q1	–	Sell	-10,470	Closed	-$218K	–	1544
2015 Q4	$218K	Buy	+10,470	New	+$212K	﹤0.01%	1076

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Balyasny Asset Management's UVSP Position: Q2 2024 in Review

Balyasny Asset Management sold out of Univest Financial (UVSP) in Q2 2024, closing a stake of 9,724 shares — an estimated $202K sold.

Balyasny Asset Management first reported a position in UVSP in Q4 2015 and held it in 6 quarters. The position peaked at $4.95M in Q4 2017. 139 funds tracked by Wall St. Rank hold UVSP as of Q2 2024.

Balyasny Asset Management reported no remaining Univest Financial position as of Q2 2024 after selling out during the quarter.
Balyasny Asset Management sold 9,724 Univest Financial shares in Q2 2024, an estimated $202K.
Balyasny Asset Management first reported a position in Univest Financial in Q4 2015 and held it in 6 quarters.
Balyasny Asset Management's Univest Financial position peaked at $4.95M in Q4 2017.
139 funds tracked by Wall St. Rank held Univest Financial as of Q2 2024.

Based on Balyasny Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.