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FSI Group’s Univest Financial UVSP Stock Holding History

FSI Group’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
2018
Q3 		– Sell
-2,089
Closed -$57K – 46
2018
Q2 		$57K Sell
2,089
-2,000
-49% -$57.4K 0.05% 41
2018
Q1 		$113K Sell
4,089
-48,394
-92% -$1.36M 0.11% 33
2017
Q4 		$1.47M Buy
+52,483
New +$1.55M 1.22% 29

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FSI Group's UVSP Position: Q3 2018 in Review

FSI Group sold out of Univest Financial (UVSP) in Q3 2018, closing a stake of 2,089 shares — an estimated $57K sold.

FSI Group first reported a position in UVSP in Q4 2017 and held it in 3 quarters. The position peaked at $1.47M in Q4 2017. 119 funds tracked by Wall St. Rank hold UVSP as of Q3 2018.

  • FSI Group reported no remaining Univest Financial position as of Q3 2018 after selling out during the quarter.
  • FSI Group sold 2,089 Univest Financial shares in Q3 2018, an estimated $57K.
  • FSI Group first reported a position in Univest Financial in Q4 2017 and held it in 3 quarters.
  • FSI Group's Univest Financial position peaked at $1.47M in Q4 2017.
  • 119 funds tracked by Wall St. Rank held Univest Financial as of Q3 2018.

Based on FSI Group's 13F filing for Q3 2018, filed 6 Nov 2018.