EFSCE
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Enterprise Financial Services Corp (EFSC)’s Univest Financial UVSP Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021
Q3 		– Sell
-67
Closed -$2K – 1175
2021
Q2 		$2K Hold
67
– – ﹤0.01% 1166
2021
Q1 		$2K Hold
67
– – ﹤0.01% 1183
2020
Q4 		$1K Buy
+67
New +$1.2K ﹤0.01% 1264

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s UVSP Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Univest Financial (UVSP) in Q3 2021, closing a stake of 67 shares — an estimated $2K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in UVSP in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 136 funds tracked by Wall St. Rank hold UVSP as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Univest Financial position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 67 Univest Financial shares in Q3 2021, an estimated $2K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Univest Financial in Q4 2020 and held it in 3 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Univest Financial position peaked at $2K in Q2 2021.
  • 136 funds tracked by Wall St. Rank held Univest Financial as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.