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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 $552B AUM 44.19% 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 $672B AUM 33.48% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $2.04B AUM 33.06% 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 $770M AUM 28.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

BlackRock Fund Advisors's UVSP Position: Q4 2016 in Review

BlackRock Fund Advisors increased its Univest Financial (UVSP) stake by 18% in Q4 2016, buying an estimated $3.3M and bringing the position to 825,044 shares worth $25.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

BlackRock Fund Advisors first reported a position in UVSP in Q2 2013 and has held it in 15 quarters since. 130 funds tracked by Wall St. Rank hold UVSP as of Q4 2016.

  • BlackRock Fund Advisors held 825,044 shares of Univest Financial worth $25.5M as of Q4 2016.
  • BlackRock Fund Advisors bought 123,585 Univest Financial shares in Q4 2016, an estimated $3.3M.
  • Univest Financial made up ﹤0.01% of BlackRock Fund Advisors's portfolio in Q4 2016, its #2046 holding.
  • BlackRock Fund Advisors first reported a position in Univest Financial in Q2 2013 and has held it in 15 quarters since.
  • 130 funds tracked by Wall St. Rank held Univest Financial as of Q4 2016.

Based on BlackRock Fund Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.