Dupont Capital Management’s Univest Financial UVSP Stock Holding History

Dupont Capital 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 Q1	–	Sell	-3,997	Closed	-$104K	–	1203
2022 Q4	$104K	Sell	3,997 -429	-10%	-$11.5K	﹤0.01%	927
2022 Q3	$104K	Buy	+4,426	New	+$112K	0.01%	1021
2020 Q1	–	Sell	-20,912	Closed	-$560K	–	1381
2019 Q4	$560K	Hold	20,912	–	–	0.01%	782
2019 Q3	$533K	Sell	20,912 -5,051	-19%	-$131K	0.01%	740
2019 Q2	$682K	Buy	+25,963	New	+$652K	0.02%	657

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

Dupont Capital Management's UVSP Position: Q1 2023 in Review

Dupont Capital Management sold out of Univest Financial (UVSP) in Q1 2023, closing a stake of 3,997 shares — an estimated $104K sold.

Dupont Capital Management first reported a position in UVSP in Q2 2019 and held it in 5 quarters. The position peaked at $682K in Q2 2019. 140 funds tracked by Wall St. Rank hold UVSP as of Q1 2023.

Dupont Capital Management reported no remaining Univest Financial position as of Q1 2023 after selling out during the quarter.
Dupont Capital Management sold 3,997 Univest Financial shares in Q1 2023, an estimated $104K.
Dupont Capital Management first reported a position in Univest Financial in Q2 2019 and held it in 5 quarters.
Dupont Capital Management's Univest Financial position peaked at $682K in Q2 2019.
140 funds tracked by Wall St. Rank held Univest Financial as of Q1 2023.

Based on Dupont Capital Management's 13F filing for Q1 2023, filed 28 Apr 2023.