Globeflex Capital’s Univest Financial UVSP Stock Holding History

Globeflex Capital’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
2020 Q2	–	Sell	-9,824	Closed	-$160K	–	624
2020 Q1	$160K	Hold	9,824	–	–	0.05%	385
2019 Q4	$263K	Buy	9,824 +28	+0.3%	+$725	0.05%	394
2019 Q3	$250K	Buy	+9,796	New	+$253K	0.05%	371
2015 Q4	–	Sell	-17,200	Closed	-$331K	–	508
2015 Q3	$331K	Buy	17,200 +17,178	+78,082%	+$338K	0.07%	327
2015 Q2	$0	Sell	22 -33	-60%	-$648	﹤0.01%	584
2015 Q1	$1K	Sell	55 -19	-26%	-$366	﹤0.01%	474
2014 Q4	$1K	Sell	74 -15	-17%	-$298	﹤0.01%	474
2014 Q3	$2K	Sell	89 -48	-35%	-$934	﹤0.01%	416
2014 Q2	$2K	Buy	+137	New	+$2.74K	﹤0.01%	466

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Globeflex Capital's UVSP Position: Q2 2020 in Review

Globeflex Capital sold out of Univest Financial (UVSP) in Q2 2020, closing a stake of 9,824 shares — an estimated $160K sold.

Globeflex Capital first reported a position in UVSP in Q2 2014 and held it in 9 quarters. The position peaked at $331K in Q3 2015. 131 funds tracked by Wall St. Rank hold UVSP as of Q2 2020.

Globeflex Capital reported no remaining Univest Financial position as of Q2 2020 after selling out during the quarter.
Globeflex Capital sold 9,824 Univest Financial shares in Q2 2020, an estimated $160K.
Globeflex Capital first reported a position in Univest Financial in Q2 2014 and held it in 9 quarters.
Globeflex Capital's Univest Financial position peaked at $331K in Q3 2015.
131 funds tracked by Wall St. Rank held Univest Financial as of Q2 2020.

Based on Globeflex Capital's 13F filing for Q2 2020, filed 12 Aug 2020.