Berman Capital Advisors’s Univest Financial UVSP Stock Holding History

Berman Capital Advisors’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 Q3	$66K	Buy	2,433 +966	+66%	+$25.9K	0.01%	574
2021 Q2	$38K	Buy	1,467 +333	+29%	+$9.35K	0.01%	687
2021 Q1	$32K	Buy	1,134 +1,058	+1,392%	+$26.8K	0.01%	637
2020 Q4	$1K	Hold	76	–	–	﹤0.01%	1600
2020 Q3	$1K	Buy	+76	New	+$1.18K	﹤0.01%	1526

Other funds holding UVSP

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

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

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

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

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

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

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

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

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

Berman Capital Advisors's UVSP Position: Q3 2021 in Review

Berman Capital Advisors increased its Univest Financial (UVSP) stake by 66% in Q3 2021, buying an estimated $25.9K and bringing the position to 2,433 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #574.

Berman Capital Advisors first reported a position in UVSP in Q3 2020 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold UVSP as of Q3 2021.

Berman Capital Advisors held 2,433 shares of Univest Financial worth $66K as of Q3 2021.
Berman Capital Advisors bought 966 Univest Financial shares in Q3 2021, an estimated $25.9K.
Univest Financial made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #574 holding.
Berman Capital Advisors first reported a position in Univest Financial in Q3 2020 and has held it in 5 quarters since.
137 funds tracked by Wall St. Rank held Univest Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.