Costello Asset Management’s Univest Financial UVSP Stock Holding History

Costello 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	-250	Closed	-$5.93K	–	212
2023 Q1	$5.93K	Sell	250 -500	-67%	-$13.2K	0.01%	168
2022 Q4	$19.6K	Hold	750	–	–	0.02%	126
2022 Q3	$18K	Buy	750 +100	+15%	+$2.53K	0.02%	130
2022 Q2	$17K	Hold	650	–	–	0.01%	141
2022 Q1	$17K	Sell	650 -250	-28%	-$7.35K	0.01%	152
2021 Q4	$27K	Hold	900	–	–	0.02%	138
2021 Q3	$25K	Hold	900	–	–	0.02%	140
2021 Q2	$24K	Sell	900 -200	-18%	-$5.62K	0.02%	139
2021 Q1	$31K	Hold	1,100	–	–	0.02%	136
2020 Q4	$23K	Buy	+1,100	New	+$19.7K	0.02%	145

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

Costello Asset Management's UVSP Position: Q2 2023 in Review

Costello Asset Management sold out of Univest Financial (UVSP) in Q2 2023, closing a stake of 250 shares — an estimated $5.93K sold.

Costello Asset Management first reported a position in UVSP in Q4 2020 and held it in 10 quarters. The position peaked at $31K in Q1 2021. 138 funds tracked by Wall St. Rank hold UVSP as of Q2 2023.

Costello Asset Management reported no remaining Univest Financial position as of Q2 2023 after selling out during the quarter.
Costello Asset Management sold 250 Univest Financial shares in Q2 2023, an estimated $5.93K.
Costello Asset Management first reported a position in Univest Financial in Q4 2020 and held it in 10 quarters.
Costello Asset Management's Univest Financial position peaked at $31K in Q1 2021.
138 funds tracked by Wall St. Rank held Univest Financial as of Q2 2023.

Based on Costello Asset Management's 13F filing for Q2 2023, filed 28 Jul 2023.