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Chicago Equity Partners’s Univest Financial UVSP Stock Holding History

Chicago Equity 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
2020
Q1 		$649K Sell
39,794
-14,309
-26% -$327K 0.07% 367
2019
Q4 		$1.45M Buy
54,103
+6,722
+14% +$174K 0.08% 359
2019
Q3 		$1.21M Buy
+47,381
New +$1.23M 0.06% 443

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Chicago Equity Partners's UVSP Position: Q1 2020 in Review

Chicago Equity Partners reduced its Univest Financial (UVSP) stake by 26% in Q1 2020, selling an estimated $327K and leaving 39,794 shares worth $649K. The position accounts for 0.07% of the portfolio, ranked #367.

Chicago Equity Partners first reported a position in UVSP in Q3 2019 and has held it in 3 quarters since. The position peaked at $1.45M in Q4 2019. 127 funds tracked by Wall St. Rank hold UVSP as of Q1 2020.

  • Chicago Equity Partners held 39,794 shares of Univest Financial worth $649K as of Q1 2020.
  • Chicago Equity Partners sold 14,309 Univest Financial shares in Q1 2020, an estimated $327K.
  • Univest Financial made up 0.07% of Chicago Equity Partners's portfolio in Q1 2020, its #367 holding.
  • Chicago Equity Partners first reported a position in Univest Financial in Q3 2019 and has held it in 3 quarters since.
  • Chicago Equity Partners's Univest Financial position peaked at $1.45M in Q4 2019.
  • 127 funds tracked by Wall St. Rank held Univest Financial as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.