Grantham, Mayo, Van Otterloo & Co (GMO)’s Univest Financial UVSP Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	-9,529	Closed	-$224K	–	782
2022 Q3	$224K	Sell	9,529 -17,300	-64%	-$437K	﹤0.01%	668
2022 Q2	$683K	Sell	26,829 -1,900	-7%	-$48.7K	﹤0.01%	570
2022 Q1	$769K	Sell	28,729 -3,400	-11%	-$99.9K	﹤0.01%	555
2021 Q4	$961K	Hold	32,129	–	–	﹤0.01%	542
2021 Q3	$880K	Hold	32,129	–	–	﹤0.01%	545
2021 Q2	$847K	Buy	32,129 +5,300	+20%	+$149K	﹤0.01%	557
2021 Q1	$767K	Buy	+26,829	New	+$680K	﹤0.01%	634
2020 Q1	–	Sell	-18,800	Closed	-$503K	–	830
2019 Q4	$503K	Sell	18,800 -34,000	-64%	-$880K	﹤0.01%	595
2019 Q3	$1.35M	Buy	52,800 +30,400	+136%	+$787K	0.01%	503
2019 Q2	$588K	Buy	22,400 +4,400	+24%	+$110K	﹤0.01%	588
2019 Q1	$440K	Buy	+18,000	New	+$439K	﹤0.01%	599

Other funds holding UVSP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s UVSP Position: Q4 2022 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Univest Financial (UVSP) in Q4 2022, closing a stake of 9,529 shares — an estimated $224K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in UVSP in Q1 2019 and held it in 11 quarters. The position peaked at $1.35M in Q3 2019. 136 funds tracked by Wall St. Rank hold UVSP as of Q4 2022.

Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Univest Financial position as of Q4 2022 after selling out during the quarter.
Grantham, Mayo, Van Otterloo & Co (GMO) sold 9,529 Univest Financial shares in Q4 2022, an estimated $224K.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Univest Financial in Q1 2019 and held it in 11 quarters.
Grantham, Mayo, Van Otterloo & Co (GMO)'s Univest Financial position peaked at $1.35M in Q3 2019.
136 funds tracked by Wall St. Rank held Univest Financial as of Q4 2022.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q4 2022, filed 13 Feb 2023.