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BlackRock Institutional Trust’s Univest Financial UVSP Stock Holding History

BlackRock Institutional Trust’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 		$23.7M Buy
768,143
+98,885
+15% +$2.64M ﹤0.01% 1843
2016
Q3 		$15.6M Buy
669,258
+71,646
+12% +$1.6M ﹤0.01% 2054
2016
Q2 		$12.6M Sell
597,612
-6,958
-1% -$138K ﹤0.01% 2140
2016
Q1 		$11.8M Buy
604,570
+3,044
+0.5% +$59K ﹤0.01% 2154
2015
Q4 		$12.5M Buy
601,526
+20,645
+4% +$418K ﹤0.01% 2181
2015
Q3 		$11.2M Buy
580,881
+13,558
+2% +$267K ﹤0.01% 2220
2015
Q2 		$11.6M Sell
567,323
-11,553
-2% -$227K ﹤0.01% 2309
2015
Q1 		$11.5M Buy
578,876
+13,162
+2% +$253K ﹤0.01% 2310
2014
Q4 		$11.4M Sell
565,714
-2,952
-0.5% -$58.5K ﹤0.01% 2285
2014
Q3 		$10.7M Sell
568,666
-14,006
-2% -$272K ﹤0.01% 2297
2014
Q2 		$12.1M Sell
582,672
-2,369
-0.4% -$47.3K ﹤0.01% 2315
2014
Q1 		$12M Buy
585,041
+8,298
+1% +$161K ﹤0.01% 2310
2013
Q4 		$11.9M Buy
576,743
+12,698
+2% +$253K ﹤0.01% 2298
2013
Q3 		$10.6M Sell
564,045
-3,767
-0.7% -$74.5K ﹤0.01% 2322
2013
Q2 		$10.8M Buy
+567,812
New +$10.1M ﹤0.01% 2258

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $2.04B AUM 33.06% 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 Institutional Trust's UVSP Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Univest Financial (UVSP) stake by 15% in Q4 2016, buying an estimated $2.64M and bringing the position to 768,143 shares worth $23.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

BlackRock Institutional Trust 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 Institutional Trust held 768,143 shares of Univest Financial worth $23.7M as of Q4 2016.
  • BlackRock Institutional Trust bought 98,885 Univest Financial shares in Q4 2016, an estimated $2.64M.
  • Univest Financial made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1843 holding.
  • BlackRock Institutional Trust 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 Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.