FCM
UVSP icon

FJ Capital Management’s Univest Financial UVSP Stock Holding History

FJ 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
2022
Q4 		– Sell
-607,000
Closed -$14.3M – 113
2022
Q3 		$14.3M Sell
607,000
-35,000
-5% -$884K 1.7% 20
2022
Q2 		$16.3M Buy
642,000
+36,352
+6% +$932K 1.57% 24
2022
Q1 		$16.2M Buy
605,648
+70,648
+13% +$2.08M 1.38% 25
2021
Q4 		$16M Buy
535,000
+4,000
+0.8% +$116K 1.33% 29
2021
Q3 		$14.5M Hold
531,000
– – 1.25% 29
2021
Q2 		$14M Sell
531,000
-14,700
-3% -$413K 1.17% 33
2021
Q1 		$15.6M Buy
545,700
+102,700
+23% +$2.6M 1.3% 27
2020
Q4 		$9.13M Buy
443,000
+359,000
+427% +$6.44M 1.02% 30
2020
Q3 		$1.21M Sell
84,000
-30,000
-26% -$466K 0.19% 69
2020
Q2 		$1.84M Hold
114,000
– – 0.29% 53
2020
Q1 		$1.87M Buy
+114,000
New +$2.61M 0.33% 56
2019
Q3 		– Sell
-379,000
Closed -$9.95M – 100
2019
Q2 		$9.95M Buy
379,000
+273
+0.1% +$6.85K 0.95% 35
2019
Q1 		$9.26M Buy
378,727
+153,727
+68% +$3.75M 0.96% 31
2018
Q4 		$4.84M Buy
225,000
+82,600
+58% +$2.01M 0.57% 48
2018
Q3 		$3.77M Sell
142,400
-101,400
-42% -$2.82M 0.42% 59
2018
Q2 		$6.71M Sell
243,800
-504,700
-67% -$14.5M 0.74% 40
2018
Q1 		$18.6M Sell
748,500
-200
-0% -$5.6K 2.29% 11
2017
Q4 		$21M Buy
748,700
+155,700
+26% +$4.61M 2.63% 10
2017
Q3 		$19M Sell
593,000
-41,800
-7% -$1.25M 2.3% 14
2017
Q2 		$19M Sell
634,800
-17,300
-3% -$496K 2.4% 11
2017
Q1 		$16.9M Buy
652,100
+36,600
+6% +$1.03M 2.32% 13
2016
Q4 		$19M Sell
615,500
-6,500
-1% -$173K 2.82% 10
2016
Q3 		$14.5M Buy
622,000
+478,000
+332% +$10.7M 2.78% 11
2016
Q2 		$3.02M Buy
144,000
+90,000
+167% +$1.79M 0.6% 43
2016
Q1 		$1.06M Buy
+54,000
New +$1.05M 0.21% 67

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
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
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
LI
Leeward Investments Boston, Massachusetts $2.03B AUM 32.21% 1-Year Est. Return

FJ Capital Management's UVSP Position: Q4 2022 in Review

FJ Capital Management sold out of Univest Financial (UVSP) in Q4 2022, closing a stake of 607,000 shares — an estimated $14.3M sold.

FJ Capital Management first reported a position in UVSP in Q1 2016 and held it in 25 quarters. The position peaked at $21M in Q4 2017. 136 funds tracked by Wall St. Rank hold UVSP as of Q4 2022.

  • FJ Capital Management reported no remaining Univest Financial position as of Q4 2022 after selling out during the quarter.
  • FJ Capital Management sold 607,000 Univest Financial shares in Q4 2022, an estimated $14.3M.
  • FJ Capital Management first reported a position in Univest Financial in Q1 2016 and held it in 25 quarters.
  • FJ Capital Management's Univest Financial position peaked at $21M in Q4 2017.
  • 136 funds tracked by Wall St. Rank held Univest Financial as of Q4 2022.

Based on FJ Capital Management's 13F filing for Q4 2022, filed 9 Feb 2023.