Credit Suisse’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $572K | Hold |
27,489
| – | – | ﹤0.01% | 2576 |
|
|
2023
Q4 | $606K | Sell |
27,489
-1,379
| -5% | -$25.8K | ﹤0.01% | 2632 |
|
|
2023
Q3 | $502K | Sell |
28,868
-1,565
| -5% | -$28.8K | ﹤0.01% | 2686 |
|
|
2023
Q2 | $550K | Buy |
30,433
+3,746
| +14% | +$73.4K | ﹤0.01% | 2729 |
|
|
2023
Q1 | $634K | Buy |
26,687
+8
| +0% | +$212 | ﹤0.01% | 2608 |
|
|
2022
Q4 | $697K | Sell |
26,679
-2,255
| -8% | -$60.5K | ﹤0.01% | 2578 |
|
|
2022
Q3 | $680K | Buy |
28,934
+2,873
| +11% | +$72.6K | ﹤0.01% | 2603 |
|
|
2022
Q2 | $662K | Sell |
26,061
-2,452
| -9% | -$62.9K | ﹤0.01% | 2664 |
|
|
2022
Q1 | $762K | Buy |
28,513
+4,399
| +18% | +$129K | ﹤0.01% | 2719 |
|
|
2021
Q4 | $722K | Buy |
24,114
+2,164
| +10% | +$62.9K | ﹤0.01% | 3563 |
|
|
2021
Q3 | $601K | Buy |
21,950
+2,701
| +14% | +$72.5K | ﹤0.01% | 3693 |
|
|
2021
Q2 | $508K | Sell |
19,249
-6,655
| -26% | -$187K | ﹤0.01% | 3825 |
|
|
2021
Q1 | $740K | Sell |
25,904
-12,370
| -32% | -$314K | ﹤0.01% | 3514 |
|
|
2020
Q4 | $788K | Buy |
38,274
+3,871
| +11% | +$69.4K | ﹤0.01% | 3509 |
|
|
2020
Q3 | $494K | Sell |
34,403
-2,301
| -6% | -$35.8K | ﹤0.01% | 3407 |
|
|
2020
Q2 | $592K | Buy |
36,704
+7,717
| +27% | +$124K | ﹤0.01% | 3223 |
|
|
2020
Q1 | $473K | Buy |
28,987
+2,790
| +11% | +$63.8K | ﹤0.01% | 3143 |
|
|
2019
Q4 | $702K | Sell |
26,197
-3,163
| -11% | -$81.8K | ﹤0.01% | 3362 |
|
|
2019
Q3 | $749K | Buy |
29,360
+990
| +3% | +$25.6K | ﹤0.01% | 3210 |
|
|
2019
Q2 | $746K | Sell |
28,370
-5,028
| -15% | -$126K | ﹤0.01% | 3146 |
|
|
2019
Q1 | $818K | Sell |
33,398
-2,574
| -7% | -$62.8K | ﹤0.01% | 3043 |
|
|
2018
Q4 | $776K | Buy |
35,972
+1,042
| +3% | +$25.3K | ﹤0.01% | 2985 |
|
|
2018
Q3 | $924K | Sell |
34,930
-818
| -2% | -$22.8K | ﹤0.01% | 2928 |
|
|
2018
Q2 | $982K | Sell |
35,748
-470
| -1% | -$13.5K | ﹤0.01% | 3020 |
|
|
2018
Q1 | $1M | Sell |
36,218
-12,645
| -26% | -$354K | ﹤0.01% | 2951 |
|
|
2017
Q4 | $1.37M | Sell |
48,863
-7,418
| -13% | -$219K | ﹤0.01% | 2757 |
|
|
2017
Q3 | $1.8M | Buy |
56,281
+17,277
| +44% | +$516K | ﹤0.01% | 2634 |
|
|
2017
Q2 | $1.17M | Sell |
39,004
-5,819
| -13% | -$167K | ﹤0.01% | 2604 |
|
|
2017
Q1 | $1.16M | Buy |
44,823
+595
| +1% | +$16.7K | ﹤0.01% | 2753 |
|
|
2016
Q4 | $1.37M | Sell |
44,228
-12,965
| -23% | -$346K | ﹤0.01% | 2760 |
|
|
2016
Q3 | $1.34M | Buy |
57,193
+22,455
| +65% | +$501K | ﹤0.01% | 2711 |
|
|
2016
Q2 | $731K | Buy |
+34,738
| New | +$691K | ﹤0.01% | 3181 |
|
|
2016
Q1 | – | Sell |
-25,617
| Closed | -$534K | – | 4298 |
|
|
2015
Q4 | $534K | Sell |
25,617
-6,266
| -20% | -$127K | ﹤0.01% | 3333 |
|
|
2015
Q3 | $613K | Sell |
31,883
-3,099
| -9% | -$61K | ﹤0.01% | 3248 |
|
|
2015
Q2 | $711K | Buy |
34,982
+8,771
| +33% | +$172K | ﹤0.01% | 3448 |
|
|
2015
Q1 | $519K | Buy |
26,211
+1,570
| +6% | +$30.2K | ﹤0.01% | 3524 |
|
|
2014
Q4 | $499K | Sell |
24,641
-785
| -3% | -$15.6K | ﹤0.01% | 3716 |
|
|
2014
Q3 | $477K | Sell |
25,426
-3,545
| -12% | -$68.9K | ﹤0.01% | 3676 |
|
|
2014
Q2 | $599K | Sell |
28,971
-7,253
| -20% | -$145K | ﹤0.01% | 3696 |
|
|
2014
Q1 | $742K | Sell |
36,224
-5,231
| -13% | -$102K | ﹤0.01% | 3388 |
|
|
2013
Q4 | $857K | Buy |
41,455
+9,321
| +29% | +$186K | ﹤0.01% | 3395 |
|
|
2013
Q3 | $606K | Buy |
32,134
+12,185
| +61% | +$241K | ﹤0.01% | 3376 |
|
|
2013
Q2 | $380K | Buy |
+19,949
| New | +$354K | ﹤0.01% | 3481 |
|
Other funds holding UVSP
Credit Suisse's UVSP Position: Q1 2024 in Review
Credit Suisse held its Univest Financial (UVSP) position steady in Q1 2024 at 27,489 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #2576.
Credit Suisse first reported a position in UVSP in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.8M in Q3 2017. 139 funds tracked by Wall St. Rank hold UVSP as of Q1 2024.
- Credit Suisse held 27,489 shares of Univest Financial worth $572K as of Q1 2024.
- Credit Suisse left its Univest Financial share count unchanged in Q1 2024.
- Univest Financial made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2576 holding.
- Credit Suisse first reported a position in Univest Financial in Q2 2013 and has held it in 43 quarters since.
- Credit Suisse's Univest Financial position peaked at $1.8M in Q3 2017.
- 139 funds tracked by Wall St. Rank held Univest Financial as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.