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EA Series Trust’s Univest Financial UVSP Stock Holding History

EA Series Trust’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 		$573K Buy
+31,679
New +$620K 0.02% 776

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

EA Series Trust's UVSP Position: Q2 2023 in Review

EA Series Trust opened a new position in Univest Financial (UVSP) in Q2 2023: 31,679 shares worth $573K. The stake represents 0.02% of the portfolio and ranks #776 among its holdings.

138 funds tracked by Wall St. Rank hold UVSP as of Q2 2023.

  • EA Series Trust held 31,679 shares of Univest Financial worth $573K as of Q2 2023.
  • Univest Financial was a new EA Series Trust position in Q2 2023.
  • Univest Financial made up 0.02% of EA Series Trust's portfolio in Q2 2023, its #776 holding.
  • 138 funds tracked by Wall St. Rank held Univest Financial as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.