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BlackRock Fund Advisors’s Univest Financial UVSP Stock Holding History

BlackRock Fund 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
2016
Q4 		$25.5M Buy
825,044
+123,585
+18% +$3.3M ﹤0.01% 2046
2016
Q3 		$16.4M Buy
701,459
+213,676
+44% +$4.77M ﹤0.01% 2172
2016
Q2 		$10.3M Sell
487,783
-14,024
-3% -$279K ﹤0.01% 2397
2016
Q1 		$9.79M Sell
501,807
-5,477
-1% -$106K ﹤0.01% 2362
2015
Q4 		$10.6M Buy
507,284
+14,772
+3% +$299K ﹤0.01% 2413
2015
Q3 		$9.47M Sell
492,512
-6,523
-1% -$128K ﹤0.01% 2403
2015
Q2 		$10.2M Buy
499,035
+54,793
+12% +$1.08M ﹤0.01% 2489
2015
Q1 		$8.79M Sell
444,242
-2,193
-0.5% -$42.2K ﹤0.01% 2509
2014
Q4 		$9.04M Buy
446,435
+60,924
+16% +$1.21M ﹤0.01% 2520
2014
Q3 		$7.23M Sell
385,511
-21,595
-5% -$420K ﹤0.01% 2542
2014
Q2 		$8.43M Sell
407,106
-65,559
-14% -$1.31M ﹤0.01% 2520
2014
Q1 		$9.7M Buy
472,665
+7,531
+2% +$146K ﹤0.01% 2420
2013
Q4 		$9.62M Sell
465,134
-18,663
-4% -$372K ﹤0.01% 2416
2013
Q3 		$9.12M Buy
483,797
+49,886
+11% +$986K ﹤0.01% 2422
2013
Q2 		$8.28M Buy
+433,911
New +$7.69M ﹤0.01% 2371

Other funds holding UVSP

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return