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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return