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Girard Partners’s Univest Financial UVSP Stock Holding History

Girard Partners’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
Q2 		$660K Buy
28,913
+1,936
+7% +$40.9K 0.06% 165
2024
Q1 		$562K Buy
26,977
+10
+0% +$203 0.05% 180
2023
Q4 		$594K Hold
26,967
– – 0.06% 174
2023
Q3 		$469K Hold
26,967
– – 0.05% 176
2023
Q2 		$488K Buy
26,967
+944
+4% +$18.5K 0.05% 176
2023
Q1 		$618K Sell
26,023
-864
-3% -$22.9K 0.07% 162
2022
Q4 		$703K Sell
26,887
-1,384
-5% -$37.1K 0.08% 169
2022
Q3 		$663K Buy
28,271
+10
+0% +$253 0.09% 150
2022
Q2 		$718K Buy
28,261
+1,209
+4% +$31K 0.09% 142
2022
Q1 		$723K Buy
27,052
+8
+0% +$235 0.08% 147
2021
Q4 		$809K Sell
27,044
-1,442
-5% -$41.9K 0.09% 140
2021
Q3 		$780K Sell
28,486
-4,725
-14% -$127K 0.1% 133
2021
Q2 		$875K Buy
33,211
+2,645
+9% +$74.3K 0.11% 125
2021
Q1 		$873K Buy
30,566
+9,117
+43% +$231K 0.13% 118
2020
Q4 		$441K Sell
21,449
-3,124
-13% -$56K 0.07% 156
2020
Q3 		$353K Hold
24,573
– – 0.06% 166
2020
Q2 		$396K Buy
24,573
+121
+0.5% +$1.94K 0.07% 155
2020
Q1 		$399K Buy
24,452
+324
+1% +$7.41K 0.08% 152
2019
Q4 		$646K Buy
24,128
+14,094
+140% +$365K 0.11% 136
2019
Q3 		$255K Sell
10,034
-360
-3% -$9.31K 0.05% 194
2019
Q2 		$272K Hold
10,394
– – 0.05% 208
2019
Q1 		$254K Sell
10,394
-1,900
-15% -$46.4K 0.05% 211
2018
Q4 		$265K Sell
12,294
-1,000
-8% -$24.3K 0.06% 196
2018
Q3 		$351K Sell
13,294
-13,625
-51% -$379K 0.06% 183
2018
Q2 		$740K Buy
26,919
+48
+0.2% +$1.38K 0.14% 142
2018
Q1 		$744K Buy
26,871
+329
+1% +$9.22K 0.17% 128
2017
Q4 		$745K Buy
26,542
+4,867
+22% +$144K 0.14% 145
2017
Q3 		$694K Buy
21,675
+512
+2% +$15.3K 0.14% 136
2017
Q2 		$634K Sell
21,163
-4,017
-16% -$115K 0.14% 138
2017
Q1 		$652K Buy
25,180
+7,107
+39% +$199K 0.16% 131
2016
Q4 		$558K Buy
18,073
+8,161
+82% +$218K 0.16% 133
2016
Q3 		$232K Buy
+9,912
New +$221K 0.08% 181

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Girard Partners's UVSP Position: Q2 2024 in Review

Girard Partners increased its Univest Financial (UVSP) stake by 7.2% in Q2 2024, buying an estimated $40.9K and bringing the position to 28,913 shares worth $660K. The position accounts for 0.06% of the portfolio, ranked #165.

Girard Partners first reported a position in UVSP in Q3 2016 and has held it in 32 quarters since. The position peaked at $875K in Q2 2021. 139 funds tracked by Wall St. Rank hold UVSP as of Q2 2024.

  • Girard Partners held 28,913 shares of Univest Financial worth $660K as of Q2 2024.
  • Girard Partners bought 1,936 Univest Financial shares in Q2 2024, an estimated $40.9K.
  • Univest Financial made up 0.06% of Girard Partners's portfolio in Q2 2024, its #165 holding.
  • Girard Partners first reported a position in Univest Financial in Q3 2016 and has held it in 32 quarters since.
  • Girard Partners's Univest Financial position peaked at $875K in Q2 2021.
  • 139 funds tracked by Wall St. Rank held Univest Financial as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.