Citadel Advisors
UVSP icon

Citadel Advisors’s Univest Financial UVSP Stock Holding History

Citadel Advisors’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
2025
Q2 		– Sell
-400
Closed -$11.3K – 15478
2025
Q1 		$11.3K Buy
+400
New +$11.8K ﹤0.01% 13491
2024
Q1 		– Sell
-2,000
Closed -$44.1K – 15574
2023
Q4 		$44.1K Buy
+2,000
New +$37.5K ﹤0.01% 11912
2023
Q2 		– Sell
-1,600
Closed -$38K – 15378
2023
Q1 		$38K Buy
1,600
+1,300
+433% +$34.4K ﹤0.01% 12481
2022
Q4 		$7.84K Buy
+300
New +$8.04K ﹤0.01% 13792

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return