Crewe Advisors’s Univest Financial UVSP Stock Holding History

Crewe 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
2023 Q3	–	Sell	-8	Closed	-$145	–	903
2023 Q2	$145	Buy	+8	New	+$157	﹤0.01%	776

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Crewe Advisors's UVSP Position: Q3 2023 in Review

Crewe Advisors sold out of Univest Financial (UVSP) in Q3 2023, closing a stake of 8 shares — an estimated $145 sold.

Crewe Advisors first reported a position in UVSP in Q2 2023 and held it in 1 quarter. The position peaked at $145 in Q2 2023. 134 funds tracked by Wall St. Rank hold UVSP as of Q3 2023.

Crewe Advisors reported no remaining Univest Financial position as of Q3 2023 after selling out during the quarter.
Crewe Advisors sold 8 Univest Financial shares in Q3 2023, an estimated $145.
Crewe Advisors first reported a position in Univest Financial in Q2 2023 and held it in 1 quarter.
Crewe Advisors's Univest Financial position peaked at $145 in Q2 2023.
134 funds tracked by Wall St. Rank held Univest Financial as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.