Boston Partners
UVSP icon

Boston Partners’s Univest Financial UVSP Stock Holding History

Boston Partners’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
2024
Q1 		– Sell
-439,664
Closed -$9.59M – 833
2023
Q4 		$9.59M Buy
439,664
+19,707
+5% +$369K 0.01% 390
2023
Q3 		$7.25M Sell
419,957
-16,552
-4% -$305K 0.01% 390
2023
Q2 		$8.02M Sell
436,509
-12,461
-3% -$244K 0.01% 387
2023
Q1 		$10.3M Buy
448,970
+9,648
+2% +$255K 0.01% 352
2022
Q4 		$11.6M Buy
+439,322
New +$11.8M 0.02% 339

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Boston Partners's UVSP Position: Q1 2024 in Review

Boston Partners sold out of Univest Financial (UVSP) in Q1 2024, closing a stake of 439,664 shares — an estimated $9.59M sold.

Boston Partners first reported a position in UVSP in Q4 2022 and held it in 5 quarters. The position peaked at $11.6M in Q4 2022. 139 funds tracked by Wall St. Rank hold UVSP as of Q1 2024.

  • Boston Partners reported no remaining Univest Financial position as of Q1 2024 after selling out during the quarter.
  • Boston Partners sold 439,664 Univest Financial shares in Q1 2024, an estimated $9.59M.
  • Boston Partners first reported a position in Univest Financial in Q4 2022 and held it in 5 quarters.
  • Boston Partners's Univest Financial position peaked at $11.6M in Q4 2022.
  • 139 funds tracked by Wall St. Rank held Univest Financial as of Q1 2024.

Based on Boston Partners's 13F filing for Q1 2024, filed 13 May 2024.