Emerald Mutual Fund Advisers Trust’s Univest Financial UVSP Stock Holding History

Emerald Mutual Fund Advisers 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
2024 Q1	–	Sell	-17,077	Closed	-$376K	–	256
2023 Q4	$376K	Sell	17,077 -11,850	-41%	-$222K	0.02%	186
2023 Q3	$503K	Hold	28,927	–	–	0.03%	179
2023 Q2	$523K	Hold	28,927	–	–	0.03%	178
2023 Q1	$687K	Buy	+28,927	New	+$766K	0.04%	157

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's UVSP Position: Q1 2024 in Review

Emerald Mutual Fund Advisers Trust sold out of Univest Financial (UVSP) in Q1 2024, closing a stake of 17,077 shares — an estimated $376K sold.

Emerald Mutual Fund Advisers Trust first reported a position in UVSP in Q1 2023 and held it in 4 quarters. The position peaked at $687K in Q1 2023. 138 funds tracked by Wall St. Rank hold UVSP as of Q1 2024.

Emerald Mutual Fund Advisers Trust reported no remaining Univest Financial position as of Q1 2024 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 17,077 Univest Financial shares in Q1 2024, an estimated $376K.
Emerald Mutual Fund Advisers Trust first reported a position in Univest Financial in Q1 2023 and held it in 4 quarters.
Emerald Mutual Fund Advisers Trust's Univest Financial position peaked at $687K in Q1 2023.
138 funds tracked by Wall St. Rank held Univest Financial as of Q1 2024.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2024, filed 8 May 2024.