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Bowling Portfolio Management’s Univest Financial UVSP Stock Holding History

Bowling Portfolio Management’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
2020
Q3 		– Sell
-36,399
Closed -$587K – 484
2020
Q2 		$587K Sell
36,399
-6,312
-15% -$101K 0.13% 218
2020
Q1 		$697K Buy
42,711
+8,573
+25% +$196K 0.17% 172
2019
Q4 		$914K Buy
+34,138
New +$883K 0.16% 213

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Bowling Portfolio Management's UVSP Position: Q3 2020 in Review

Bowling Portfolio Management sold out of Univest Financial (UVSP) in Q3 2020, closing a stake of 36,399 shares — an estimated $587K sold.

Bowling Portfolio Management first reported a position in UVSP in Q4 2019 and held it in 3 quarters. The position peaked at $914K in Q4 2019. 123 funds tracked by Wall St. Rank hold UVSP as of Q3 2020.

  • Bowling Portfolio Management reported no remaining Univest Financial position as of Q3 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 36,399 Univest Financial shares in Q3 2020, an estimated $587K.
  • Bowling Portfolio Management first reported a position in Univest Financial in Q4 2019 and held it in 3 quarters.
  • Bowling Portfolio Management's Univest Financial position peaked at $914K in Q4 2019.
  • 123 funds tracked by Wall St. Rank held Univest Financial as of Q3 2020.

Based on Bowling Portfolio Management's 13F filing for Q3 2020, filed 15 Oct 2020.