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Hillsdale Investment Management’s Univest Financial UVSP Stock Holding History

Hillsdale Investment 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
2019
Q4 		– Sell
-34,100
Closed -$870K – 665
2019
Q3 		$870K Buy
34,100
+3,000
+10% +$77.6K 0.08% 213
2019
Q2 		$817K Buy
+31,100
New +$780K 0.08% 223

Other funds holding UVSP

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Dimensional Fund Advisors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hillsdale Investment Management's UVSP Position: Q4 2019 in Review

Hillsdale Investment Management sold out of Univest Financial (UVSP) in Q4 2019, closing a stake of 34,100 shares — an estimated $870K sold.

Hillsdale Investment Management first reported a position in UVSP in Q2 2019 and held it in 2 quarters. The position peaked at $870K in Q3 2019. 148 funds tracked by Wall St. Rank hold UVSP as of Q4 2019.

  • Hillsdale Investment Management reported no remaining Univest Financial position as of Q4 2019 after selling out during the quarter.
  • Hillsdale Investment Management sold 34,100 Univest Financial shares in Q4 2019, an estimated $870K.
  • Hillsdale Investment Management first reported a position in Univest Financial in Q2 2019 and held it in 2 quarters.
  • Hillsdale Investment Management's Univest Financial position peaked at $870K in Q3 2019.
  • 148 funds tracked by Wall St. Rank held Univest Financial as of Q4 2019.

Based on Hillsdale Investment Management's 13F filing for Q4 2019, filed 12 Feb 2020.