BIT
UVSP icon

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 $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 $528B AUM 27.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 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