Cary Street Partners Asset Management’s Univest Financial UVSP Stock Holding History

Cary Street Partners Asset 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
2023 Q2	–	Sell	-1,650	Closed	-$39.2K	–	386
2023 Q1	$39.2K	Hold	1,650	–	–	0.01%	254
2022 Q4	$43.1K	Hold	1,650	–	–	0.01%	270
2022 Q3	$39K	Buy	+1,650	New	+$41.7K	0.01%	232
2021 Q2	–	Sell	-10,833	Closed	-$310K	–	180
2021 Q1	$310K	Buy	10,833 +421	+4%	+$10.7K	0.08%	147
2020 Q4	$214K	Buy	+10,412	New	+$187K	0.06%	147

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Cary Street Partners Asset Management's UVSP Position: Q2 2023 in Review

Cary Street Partners Asset Management sold out of Univest Financial (UVSP) in Q2 2023, closing a stake of 1,650 shares — an estimated $39.2K sold.

Cary Street Partners Asset Management first reported a position in UVSP in Q4 2020 and held it in 5 quarters. The position peaked at $310K in Q1 2021. 138 funds tracked by Wall St. Rank hold UVSP as of Q2 2023.

Cary Street Partners Asset Management reported no remaining Univest Financial position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Asset Management sold 1,650 Univest Financial shares in Q2 2023, an estimated $39.2K.
Cary Street Partners Asset Management first reported a position in Univest Financial in Q4 2020 and held it in 5 quarters.
Cary Street Partners Asset Management's Univest Financial position peaked at $310K in Q1 2021.
138 funds tracked by Wall St. Rank held Univest Financial as of Q2 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.